AFA
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
Q2 		$201K Hold
6,346
– – 0.02% 228
2026
Q1 		$241K Buy
+6,346
New +$261K 0.03% 200

Other funds holding OR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AA Financial Advisors's OR Position: Q2 2026 in Review

AA Financial Advisors held its OR Royalties Inc (OR) position steady in Q2 2026 at 6,346 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #228.

AA Financial Advisors first reported a position in OR in Q1 2026 and has held it in 2 quarters since. The position peaked at $241K in Q1 2026. 246 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • AA Financial Advisors held 6,346 shares of OR Royalties Inc worth $201K as of Q2 2026.
  • AA Financial Advisors left its OR Royalties Inc share count unchanged in Q2 2026.
  • OR Royalties Inc made up 0.02% of AA Financial Advisors's portfolio in Q2 2026, its #228 holding.
  • AA Financial Advisors first reported a position in OR Royalties Inc in Q1 2026 and has held it in 2 quarters since.
  • AA Financial Advisors's OR Royalties Inc position peaked at $241K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.