AWM
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Able Wealth Management’s OR Royalties Inc OR Stock Holding History

Able Wealth Management’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 		$284K Buy
+8,248
New +$275K 0.06% 113

Other funds holding OR

EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Able Wealth Management's OR Position: Q3 2026 in Review

Able Wealth Management opened a new position in OR Royalties Inc (OR) in Q3 2026: 8,248 shares worth $284K. The stake represents 0.06% of the portfolio and ranks #113 among its holdings.

13 funds tracked by Wall St. Rank hold OR as of Q3 2026.

  • Able Wealth Management held 8,248 shares of OR Royalties Inc worth $284K as of Q3 2026.
  • OR Royalties Inc was a new Able Wealth Management position in Q3 2026.
  • OR Royalties Inc made up 0.06% of Able Wealth Management's portfolio in Q3 2026, its #113 holding.
  • 13 funds tracked by Wall St. Rank held OR Royalties Inc as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.