AA Financial Advisors
OR icon

AA Financial Advisors’s OR Royalties Inc OR Stock Holding History

AA Financial Advisors’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$218K Hold
6,346
– – 0.03% 240
2026
Q2 		$201K Hold
6,346
– – 0.02% 228
2026
Q1 		$241K Buy
+6,346
New +$261K 0.03% 200

Other funds holding OR

Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Global Strategic Management
Global Strategic Management San Juan, Puerto Rico $132M AUM 21.45% 1-Year Est. Return
Louisbourg Investments
Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

AA Financial Advisors's OR Position: Q3 2026 in Review

AA Financial Advisors held its OR Royalties Inc (OR) position steady in Q3 2026 at 6,346 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #240.

AA Financial Advisors first reported a position in OR in Q1 2026 and has held it in 3 quarters since. The position peaked at $241K in Q1 2026. 53 funds tracked by Wall St. Rank hold OR as of Q3 2026.

  • AA Financial Advisors held 6,346 shares of OR Royalties Inc worth $218K as of Q3 2026.
  • AA Financial Advisors left its OR Royalties Inc share count unchanged in Q3 2026.
  • OR Royalties Inc made up 0.03% of AA Financial Advisors's portfolio in Q3 2026, its #240 holding.
  • AA Financial Advisors first reported a position in OR Royalties Inc in Q1 2026 and has held it in 3 quarters since.
  • AA Financial Advisors's OR Royalties Inc position peaked at $241K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held OR Royalties Inc as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.