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Caldwell Trust’s Orrstown Financial Services ORRF Stock Holding History

Caldwell Trust’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 		$27.9K Hold
773
– – ﹤0.01% 556
2025
Q4 		$27.4K Hold
773
– – ﹤0.01% 546
2025
Q3 		$26.3K Hold
773
– – ﹤0.01% 543
2025
Q2 		$24.6K Hold
773
– – ﹤0.01% 541
2025
Q1 		$23.2K Hold
773
– – ﹤0.01% 545
2024
Q4 		$28.3K Hold
773
– – ﹤0.01% 514
2024
Q3 		$27.8K Buy
+773
New +$25.6K ﹤0.01% 518

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

Caldwell Trust's ORRF Position: Q1 2026 in Review

Caldwell Trust held its Orrstown Financial Services (ORRF) position steady in Q1 2026 at 773 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Caldwell Trust first reported a position in ORRF in Q3 2024 and has held it in 7 quarters since. The position peaked at $28.3K in Q4 2024. 157 funds tracked by Wall St. Rank hold ORRF as of Q1 2026.

  • Caldwell Trust held 773 shares of Orrstown Financial Services worth $27.9K as of Q1 2026.
  • Caldwell Trust left its Orrstown Financial Services share count unchanged in Q1 2026.
  • Orrstown Financial Services made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #556 holding.
  • Caldwell Trust first reported a position in Orrstown Financial Services in Q3 2024 and has held it in 7 quarters since.
  • Caldwell Trust's Orrstown Financial Services position peaked at $28.3K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.