Carson Wealth (CWM LLC)
ORRF icon

Carson Wealth (CWM LLC)’s Orrstown Financial Services ORRF Stock Holding History

Carson Wealth (CWM LLC)’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 		$136K Buy
3,756
+12
+0.3% +$435 ﹤0.01% 3023
2025
Q4 		$133K Sell
3,744
-331
-8% -$11.6K ﹤0.01% 2861
2025
Q3 		$138K Buy
4,075
+1,658
+69% +$56.3K ﹤0.01% 2731
2025
Q2 		$77K Buy
2,417
+651
+37% +$19.3K ﹤0.01% 2935
2025
Q1 		$53K Sell
1,766
-471
-21% -$15.8K ﹤0.01% 2938
2024
Q4 		$82K Buy
2,237
+20
+0.9% +$760 ﹤0.01% 2420
2024
Q3 		$80K Buy
2,217
+525
+31% +$17.4K ﹤0.01% 2348
2024
Q2 		$46K Buy
1,692
+1,176
+228% +$30.5K ﹤0.01% 2528
2024
Q1 		$14K Sell
516
-52
-9% -$1.42K ﹤0.01% 3142
2023
Q4 		$17K Hold
568
– – ﹤0.01% 2879
2023
Q3 		$12K Hold
568
– – ﹤0.01% 3048
2023
Q2 		$11K Hold
568
– – ﹤0.01% 3027
2023
Q1 		$11K Hold
568
– – ﹤0.01% 2898
2022
Q4 		$13K Hold
568
– – ﹤0.01% 2659
2022
Q3 		$14K Hold
568
– – ﹤0.01% 2479
2022
Q2 		$14K Buy
+568
New +$13.6K ﹤0.01% 2379

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

Carson Wealth (CWM LLC)'s ORRF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Orrstown Financial Services (ORRF) stake by 0.32% in Q1 2026, buying an estimated $435 and bringing the position to 3,756 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #3023.

Carson Wealth (CWM LLC) first reported a position in ORRF in Q2 2022 and has held it in 16 quarters since. The position peaked at $138K in Q3 2025. 157 funds tracked by Wall St. Rank hold ORRF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,756 shares of Orrstown Financial Services worth $136K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12 Orrstown Financial Services shares in Q1 2026, an estimated $435.
  • Orrstown Financial Services made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3023 holding.
  • Carson Wealth (CWM LLC) first reported a position in Orrstown Financial Services in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Orrstown Financial Services position peaked at $138K in Q3 2025.
  • 157 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.