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Brookwood Investment Group’s Orrstown Financial Services ORRF Stock Holding History

Brookwood Investment Group’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 		$707K Hold
19,609
– – 0.09% 217
2025
Q4 		$695K Hold
19,609
– – 0.08% 222
2025
Q3 		$666K Hold
19,609
– – 0.09% 213
2025
Q2 		$624K Hold
19,609
– – 0.1% 200
2025
Q1 		$588K Buy
+19,609
New +$657K 0.1% 196

Other funds holding ORRF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Brookwood Investment Group's ORRF Position: Q1 2026 in Review

Brookwood Investment Group held its Orrstown Financial Services (ORRF) position steady in Q1 2026 at 19,609 shares worth $707K. The position accounts for 0.09% of the portfolio, ranked #217.

Brookwood Investment Group first reported a position in ORRF in Q1 2025 and has held it in 5 quarters since. 157 funds tracked by Wall St. Rank hold ORRF as of Q1 2026.

  • Brookwood Investment Group held 19,609 shares of Orrstown Financial Services worth $707K as of Q1 2026.
  • Brookwood Investment Group left its Orrstown Financial Services share count unchanged in Q1 2026.
  • Orrstown Financial Services made up 0.09% of Brookwood Investment Group's portfolio in Q1 2026, its #217 holding.
  • Brookwood Investment Group first reported a position in Orrstown Financial Services in Q1 2025 and has held it in 5 quarters since.
  • 157 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.