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Allworth Financial’s Orrstown Financial Services ORRF Stock Holding History

Allworth Financial’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
2026
Q2 		$5.39K Buy
132
+108
+450% +$4.07K ﹤0.01% 4085
2026
Q1 		$866 Buy
24
+7
+41% +$254 ﹤0.01% 4610
2025
Q4 		$603 Sell
17
-6
-26% -$209 ﹤0.01% 4489
2025
Q3 		$782 Buy
23
+20
+667% +$680 ﹤0.01% 4318
2025
Q2 		$96 Buy
+3
New +$89 ﹤0.01% 4401

Other funds holding ORRF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

Allworth Financial's ORRF Position: Q2 2026 in Review

Allworth Financial increased its Orrstown Financial Services (ORRF) stake by 450% in Q2 2026, buying an estimated $4.07K and bringing the position to 132 shares worth $5.39K. The position accounts for ﹤0.01% of the portfolio, ranked #4085.

Allworth Financial first reported a position in ORRF in Q2 2025 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold ORRF as of Q2 2026.

  • Allworth Financial held 132 shares of Orrstown Financial Services worth $5.39K as of Q2 2026.
  • Allworth Financial bought 108 Orrstown Financial Services shares in Q2 2026, an estimated $4.07K.
  • Orrstown Financial Services made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4085 holding.
  • Allworth Financial first reported a position in Orrstown Financial Services in Q2 2025 and has held it in 5 quarters since.
  • 162 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q2 2026.

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