BEI
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Benjamin Edwards Inc’s OR Royalties Inc OR Stock Holding History

Benjamin Edwards Inc’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 		– Sell
-5,853
Closed -$222K – 1469
2026
Q1 		$222K Sell
5,853
-243
-4% -$9.98K ﹤0.01% 1274
2025
Q4 		$216K Sell
6,096
-1,043
-15% -$36.5K ﹤0.01% 1233
2025
Q3 		$286K Buy
+7,139
New +$223K ﹤0.01% 1115

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

Benjamin Edwards Inc's OR Position: Q2 2026 in Review

Benjamin Edwards Inc sold out of OR Royalties Inc (OR) in Q2 2026, closing a stake of 5,853 shares — an estimated $222K sold.

Benjamin Edwards Inc first reported a position in OR in Q3 2025 and held it in 3 quarters. The position peaked at $286K in Q3 2025. 245 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • Benjamin Edwards Inc reported no remaining OR Royalties Inc position as of Q2 2026 after selling out during the quarter.
  • Benjamin Edwards Inc sold 5,853 OR Royalties Inc shares in Q2 2026, an estimated $222K.
  • Benjamin Edwards Inc first reported a position in OR Royalties Inc in Q3 2025 and held it in 3 quarters.
  • Benjamin Edwards Inc's OR Royalties Inc position peaked at $286K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.