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Allworth Financial’s Old Republic International ORI Stock Holding History

Allworth Financial’s Portfolio ORI Stock Details ORI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.8M Sell
43,944
-2,096
-5% -$83.1K 0.01% 555
2026
Q1 		$1.84M Sell
46,040
-981
-2% -$40.3K 0.01% 551
2025
Q4 		$2.15M Buy
47,021
+588
+1% +$25.5K 0.01% 498
2025
Q3 		$1.97M Buy
46,433
+1,478
+3% +$57K 0.01% 499
2025
Q2 		$1.73M Buy
44,955
+34,116
+315% +$1.28M 0.01% 519
2025
Q1 		$416K Buy
10,839
+9,671
+828% +$355K ﹤0.01% 727
2024
Q4 		$41.7K Buy
1,168
+440
+60% +$16.1K ﹤0.01% 1664
2024
Q3 		$25.8K Buy
728
+450
+162% +$15.2K ﹤0.01% 1749
2024
Q2 		$8.88K Sell
278
-722
-72% -$22.1K ﹤0.01% 2270
2024
Q1 		$30.7K Sell
1,000
-196
-16% -$5.7K ﹤0.01% 1528
2023
Q4 		$35.2K Buy
1,196
+202
+20% +$5.68K ﹤0.01% 1339
2023
Q3 		$26.8K Buy
994
+909
+1,069% +$24.5K ﹤0.01% 1360
2023
Q2 		$2.14K Sell
85
-31
-27% -$776 ﹤0.01% 2456
2023
Q1 		$2.9K Buy
116
+105
+955% +$2.64K ﹤0.01% 2254
2022
Q4 		$266 Hold
11
– – ﹤0.01% 2746
2022
Q3 		$0 Sell
11
-15
-58% -$338 ﹤0.01% 2977
2022
Q2 		$1K Sell
26
-591
-96% -$13.7K ﹤0.01% 2216
2022
Q1 		$16K Buy
617
+9
+1% +$232 ﹤0.01% 1342
2021
Q4 		$15K Buy
608
+332
+120% +$8.24K ﹤0.01% 1237
2021
Q3 		$6K Buy
+276
New +$6.83K ﹤0.01% 1484

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Allworth Financial's ORI Position: Q2 2026 in Review

Allworth Financial reduced its Old Republic International (ORI) stake by 4.6% in Q2 2026, selling an estimated $83.1K and leaving 43,944 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #555.

Allworth Financial first reported a position in ORI in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.15M in Q4 2025. 652 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Allworth Financial held 43,944 shares of Old Republic International worth $1.8M as of Q2 2026.
  • Allworth Financial sold 2,096 Old Republic International shares in Q2 2026, an estimated $83.1K.
  • Old Republic International made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #555 holding.
  • Allworth Financial first reported a position in Old Republic International in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's Old Republic International position peaked at $2.15M in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.