Position in YORW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$68,176
-$41,002 QoQ
Shares Held
2,239
-34.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in YORW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $10,041,051 across 12 Utilities - Regulated Water names. YORW ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
47,480 | $6,461,551 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
45,727 | $1,841,425 | |
| 3 | AWR |
American States Water Co
|
8,011 | $605,791 | |
| 4 | CWT |
California Water Service Group
|
7,217 | $327,217 | |
| 5 | CWCO |
Consolidated Water Co. Ltd.
|
7,607 | $251,942 | |
| 6 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
8,073 | $246,307 | |
| 7 | MSEX |
Middlesex Water Co
|
3,133 | $163,072 | |
| 8 | YORW |
York Water Co
This page
|
2,239 | $68,176 |
All Filings in YORW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,176 | 2,239 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $109,178 | 3,429 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $125,146 | 4,114 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $140,872 | 4,458 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $111,079 | 3,203 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $54,446 | 1,664 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $50,645 | 1,352 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $141,572 | 3,817 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $60,317 | 1,663 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $63,220 | 1,637 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $159,406 | 4,252 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $167,595 | 4,061 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $197,394 | 4,416 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $208,526 | 4,636 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $125,396 | 3,263 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $131,881 | 3,262 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $219,316 | 4,877 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $250,790 | 5,038 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $167,991 | 3,846 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $174,404 | 3,850 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $212,234 | 4,334 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $293,486 | 6,298 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $299,354 | 7,082 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $380,226 | 7,928 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $333,076 | 7,664 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||