Amalgamated Bank’s Orrstown Financial Services ORRF Stock Holding History

Amalgamated Bank’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	–	Sell	-587	Closed	-$21K	–	2466
2025 Q4	$21K	Sell	587 -54	-8%	-$1.89K	﹤0.01%	2091
2025 Q3	$22K	Hold	641	–	–	﹤0.01%	2080
2025 Q2	$20K	Hold	641	–	–	﹤0.01%	2115
2025 Q1	$19K	Buy	641 +261	+69%	+$8.74K	﹤0.01%	2074
2024 Q4	$14K	Hold	380	–	–	﹤0.01%	2286
2024 Q3	$14K	Hold	380	–	–	﹤0.01%	2293
2024 Q2	$10K	Hold	380	–	–	﹤0.01%	2457
2024 Q1	$10K	Sell	380 -599	-61%	-$16.3K	﹤0.01%	2455
2023 Q4	$29K	Sell	979 -113	-10%	-$2.66K	﹤0.01%	2482
2023 Q3	$23K	Hold	1,092	–	–	﹤0.01%	2590
2023 Q2	$21K	Hold	1,092	–	–	﹤0.01%	2721
2023 Q1	$22K	Sell	1,092 -267	-20%	-$6.06K	﹤0.01%	2611
2022 Q4	$31K	Hold	1,359	–	–	﹤0.01%	2615
2022 Q3	$33K	Hold	1,359	–	–	﹤0.01%	2638
2022 Q2	$33K	Buy	1,359 +40	+3%	+$956	﹤0.01%	2670
2022 Q1	$30K	Buy	+1,319	New	+$32.1K	﹤0.01%	2681

Other funds holding ORRF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Amalgamated Bank's ORRF Position: Q1 2026 in Review

Amalgamated Bank sold out of Orrstown Financial Services (ORRF) in Q1 2026, closing a stake of 587 shares — an estimated $21K sold.

Amalgamated Bank first reported a position in ORRF in Q1 2022 and held it in 16 quarters. The position peaked at $33K in Q3 2022. 157 funds tracked by Wall St. Rank hold ORRF as of Q1 2026.

Amalgamated Bank reported no remaining Orrstown Financial Services position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 587 Orrstown Financial Services shares in Q1 2026, an estimated $21K.
Amalgamated Bank first reported a position in Orrstown Financial Services in Q1 2022 and held it in 16 quarters.
Amalgamated Bank's Orrstown Financial Services position peaked at $33K in Q3 2022.
157 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.