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Advisory Research’s Orrstown Financial Services ORRF Stock Holding History

Advisory Research’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
2025
Q3 		– Sell
-15,833
Closed -$504K – 154
2025
Q2 		$504K Buy
15,833
+1,141
+8% +$33.7K 0.08% 126
2025
Q1 		$441K Buy
14,692
+41
+0.3% +$1.37K 0.08% 135
2024
Q4 		$536K Buy
+14,651
New +$557K 0.09% 132

Other funds holding ORRF

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Advisory Research's ORRF Position: Q3 2025 in Review

Advisory Research sold out of Orrstown Financial Services (ORRF) in Q3 2025, closing a stake of 15,833 shares — an estimated $504K sold.

Advisory Research first reported a position in ORRF in Q4 2024 and held it in 3 quarters. The position peaked at $536K in Q4 2024. 139 funds tracked by Wall St. Rank hold ORRF as of Q3 2025.

  • Advisory Research reported no remaining Orrstown Financial Services position as of Q3 2025 after selling out during the quarter.
  • Advisory Research sold 15,833 Orrstown Financial Services shares in Q3 2025, an estimated $504K.
  • Advisory Research first reported a position in Orrstown Financial Services in Q4 2024 and held it in 3 quarters.
  • Advisory Research's Orrstown Financial Services position peaked at $536K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q3 2025.

Based on Advisory Research's 13F filing for Q3 2025, filed 13 Nov 2025.