Y-Intercept (HK)’s York Water YORW Stock Holding History

Y-Intercept (HK)’s Portfolio YORW Stock Details YORW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.23M	Buy	40,082 +31,092	+346%	+$1000K	0.03%	897
2026 Q2	$276K	Buy	+8,990	New	+$270K	0.01%	1489
2025 Q4	–	Sell	-13,120	Closed	-$399K	–	2051
2025 Q3	$399K	Sell	13,120 -11,597	-47%	-$360K	0.01%	1314
2025 Q2	$781K	Buy	+24,717	New	+$825K	0.02%	1051

Other funds holding YORW

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK)'s YORW Position: Q3 2026 in Review

Y-Intercept (HK) increased its York Water (YORW) stake by 346% in Q3 2026, buying an estimated $1000K and bringing the position to 40,082 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #897.

Y-Intercept (HK) first reported a position in YORW in Q2 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold YORW as of Q3 2026.

Y-Intercept (HK) held 40,082 shares of York Water worth $1.23M as of Q3 2026.
Y-Intercept (HK) bought 31,092 York Water shares in Q3 2026, an estimated $1000K.
York Water made up 0.03% of Y-Intercept (HK)'s portfolio in Q3 2026, its #897 holding.
Y-Intercept (HK) first reported a position in York Water in Q2 2025 and has held it in 4 quarters since.
54 funds tracked by Wall St. Rank held York Water as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.