Superior Planning, LLC’s Orrstown Financial Services ORRF Stock Holding History

Superior Planning, LLC’s Portfolio ORRF Stock Details ORRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$81	Buy	+2	New	+$84	﹤0.01%	2098

Other funds holding ORRF

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Pacific Ridge Capital Partners Lake Oswego, Oregon $565M AUM 37.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

PL Capital Advisors Naples, Florida $346M AUM 18.04% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Superior Planning, LLC's ORRF Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Orrstown Financial Services (ORRF) in Q3 2026: 2 shares worth $81. The stake represents ﹤0.01% of the portfolio and ranks #2098 among its holdings.

93 funds tracked by Wall St. Rank hold ORRF as of Q3 2026.

Superior Planning, LLC held 2 shares of Orrstown Financial Services worth $81 as of Q3 2026.
Orrstown Financial Services was a new Superior Planning, LLC position in Q3 2026.
Orrstown Financial Services made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2098 holding.
93 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.