Aviso Financial’s OR Royalties Inc OR Stock Holding History

Aviso Financial’s Portfolio OR Stock Details OR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$51.4K	Sell	1,500 -199	-12%	-$6.63K	﹤0.01%	233
2026 Q2	$53.8K	Buy	1,699 +53	+3%	+$1.96K	﹤0.01%	229
2026 Q1	$62.6K	Sell	1,646 -38	-2%	-$1.56K	﹤0.01%	249
2025 Q4	$59.7K	Hold	1,684	–	–	﹤0.01%	242
2025 Q3	$67.5K	Sell	1,684 -71	-4%	-$2.22K	﹤0.01%	251
2025 Q2	$45.1K	Sell	1,755 -106	-6%	-$2.55K	﹤0.01%	254
2025 Q1	$39.3K	Buy	1,861 +190	+11%	+$3.65K	﹤0.01%	260
2024 Q4	$30.3K	Buy	1,671 +43	+3%	+$836	﹤0.01%	269
2024 Q3	$30.2K	Buy	1,628 +814	+100%	+$14.1K	﹤0.01%	273
2024 Q2	$12.6K	Buy	+814	New	+$13.2K	﹤0.01%	283

Other funds holding OR

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Aviso Financial's OR Position: Q3 2026 in Review

Aviso Financial reduced its OR Royalties Inc (OR) stake by 12% in Q3 2026, selling an estimated $6.63K and leaving 1,500 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Aviso Financial first reported a position in OR in Q2 2024 and has held it in 10 quarters since. The position peaked at $67.5K in Q3 2025. 209 funds tracked by Wall St. Rank hold OR as of Q3 2026.

Aviso Financial held 1,500 shares of OR Royalties Inc worth $51.4K as of Q3 2026.
Aviso Financial sold 199 OR Royalties Inc shares in Q3 2026, an estimated $6.63K.
OR Royalties Inc made up ﹤0.01% of Aviso Financial's portfolio in Q3 2026, its #233 holding.
Aviso Financial first reported a position in OR Royalties Inc in Q2 2024 and has held it in 10 quarters since.
Aviso Financial's OR Royalties Inc position peaked at $67.5K in Q3 2025.
209 funds tracked by Wall St. Rank held OR Royalties Inc as of Q3 2026.

Based on Aviso Financial's 13F filing for Q3 2026, filed 12 Nov 2026.