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Clearstead Advisors’s Orrstown Financial Services ORRF Stock Holding History

Clearstead Advisors’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
2025
Q4 		– Sell
-113
Closed -$3.84K – 3114
2025
Q3 		$3.84K Hold
113
– – ﹤0.01% 2257
2025
Q2 		$3.6K Buy
+113
New +$3.34K ﹤0.01% 2198

Other funds holding ORRF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clearstead Advisors's ORRF Position: Q4 2025 in Review

Clearstead Advisors sold out of Orrstown Financial Services (ORRF) in Q4 2025, closing a stake of 113 shares — an estimated $3.84K sold.

Clearstead Advisors first reported a position in ORRF in Q2 2025 and held it in 2 quarters. The position peaked at $3.84K in Q3 2025. 165 funds tracked by Wall St. Rank hold ORRF as of Q4 2025.

  • Clearstead Advisors reported no remaining Orrstown Financial Services position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 113 Orrstown Financial Services shares in Q4 2025, an estimated $3.84K.
  • Clearstead Advisors first reported a position in Orrstown Financial Services in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's Orrstown Financial Services position peaked at $3.84K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.