Bell Investment Advisors’s OR Royalties Inc OR Stock Holding History

Bell Investment Advisors’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 Q2	$3.38K	Buy	107 +16	+18%	+$591	﹤0.01%	1136
2026 Q1	$3.46K	Hold	91	–	–	﹤0.01%	1116
2025 Q4	$3.22K	Hold	91	–	–	﹤0.01%	1172
2025 Q3	$3.65K	Hold	91	–	–	﹤0.01%	1073
2025 Q2	$2.34K	Hold	91	–	–	﹤0.01%	1313
2025 Q1	$1.92K	Hold	91	–	–	﹤0.01%	1319
2024 Q4	$1.65K	Hold	91	–	–	﹤0.01%	1402
2024 Q3	$1.69K	Hold	91	–	–	﹤0.01%	1421
2024 Q2	$1.42K	Hold	91	–	–	﹤0.01%	1492
2024 Q1	$1.5K	Hold	91	–	–	﹤0.01%	1464
2023 Q4	$1.3K	Hold	91	–	–	﹤0.01%	1502
2023 Q3	$1.07K	Hold	91	–	–	﹤0.01%	1550
2023 Q2	$1.4K	Hold	91	–	–	﹤0.01%	1461
2023 Q1	$1.44K	Hold	91	–	–	﹤0.01%	1418
2022 Q4	$1.1K	Hold	91	–	–	﹤0.01%	1535
2022 Q3	$1K	Hold	91	–	–	﹤0.01%	1511
2022 Q2	$1K	Buy	+91	New	+$1.09K	﹤0.01%	1530
2021 Q4	$1K	Hold	91	–	–	﹤0.01%	1542
2021 Q3	$1K	Buy	+91	New	+$1.14K	﹤0.01%	1496

Other funds holding OR

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bell Investment Advisors's OR Position: Q2 2026 in Review

Bell Investment Advisors increased its OR Royalties Inc (OR) stake by 18% in Q2 2026, buying an estimated $591 and bringing the position to 107 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Bell Investment Advisors first reported a position in OR in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.65K in Q3 2025. 246 funds tracked by Wall St. Rank hold OR as of Q2 2026.

Bell Investment Advisors held 107 shares of OR Royalties Inc worth $3.38K as of Q2 2026.
Bell Investment Advisors bought 16 OR Royalties Inc shares in Q2 2026, an estimated $591.
OR Royalties Inc made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1136 holding.
Bell Investment Advisors first reported a position in OR Royalties Inc in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's OR Royalties Inc position peaked at $3.65K in Q3 2025.
246 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.