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Bank & Trust Company’s OR Royalties Inc OR Stock Holding History

Bank & Trust Company’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 		$3.74K Hold
109
– – ﹤0.01% 283
2026
Q2 		$3.45K Hold
109
– – ﹤0.01% 282
2026
Q1 		$4.14K Hold
109
– – ﹤0.01% 278
2025
Q4 		$3.86K Hold
109
– – ﹤0.01% 273
2025
Q3 		$4.37K Buy
+109
New +$3.4K ﹤0.01% 256

Other funds holding OR

EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Bank & Trust Company's OR Position: Q3 2026 in Review

Bank & Trust Company held its OR Royalties Inc (OR) position steady in Q3 2026 at 109 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Bank & Trust Company first reported a position in OR in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.37K in Q3 2025. 13 funds tracked by Wall St. Rank hold OR as of Q3 2026.

  • Bank & Trust Company held 109 shares of OR Royalties Inc worth $3.74K as of Q3 2026.
  • Bank & Trust Company left its OR Royalties Inc share count unchanged in Q3 2026.
  • OR Royalties Inc made up ﹤0.01% of Bank & Trust Company's portfolio in Q3 2026, its #283 holding.
  • Bank & Trust Company first reported a position in OR Royalties Inc in Q3 2025 and has held it in 5 quarters since.
  • Bank & Trust Company's OR Royalties Inc position peaked at $4.37K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held OR Royalties Inc as of Q3 2026.

Based on Bank & Trust Company's 13F filing for Q3 2026, filed 7 Oct 2026.