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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Allworth Financial's ORRF Position: Q1 2026 in Review

Allworth Financial increased its Orrstown Financial Services (ORRF) stake by 41% in Q1 2026, buying an estimated $254 and bringing the position to 24 shares worth $866. The position accounts for ﹤0.01% of the portfolio, ranked #4610.

Allworth Financial first reported a position in ORRF in Q2 2025 and has held it in 4 quarters since. 157 funds tracked by Wall St. Rank hold ORRF as of Q1 2026.

  • Allworth Financial held 24 shares of Orrstown Financial Services worth $866 as of Q1 2026.
  • Allworth Financial bought 7 Orrstown Financial Services shares in Q1 2026, an estimated $254.
  • Orrstown Financial Services made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4610 holding.
  • Allworth Financial first reported a position in Orrstown Financial Services in Q2 2025 and has held it in 4 quarters since.
  • 157 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.