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Coldstream Capital Management’s Orrstown Financial Services ORRF Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-257
Closed -$7.71K – 2641
2025
Q1 		$7.71K Buy
+257
New +$8.61K ﹤0.01% 2500

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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Wellington Management Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Coldstream Capital Management's ORRF Position: Q2 2025 in Review

Coldstream Capital Management sold out of Orrstown Financial Services (ORRF) in Q2 2025, closing a stake of 257 shares — an estimated $7.71K sold.

Coldstream Capital Management first reported a position in ORRF in Q1 2025 and held it in 1 quarter. The position peaked at $7.71K in Q1 2025. 130 funds tracked by Wall St. Rank hold ORRF as of Q2 2025.

  • Coldstream Capital Management reported no remaining Orrstown Financial Services position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 257 Orrstown Financial Services shares in Q2 2025, an estimated $7.71K.
  • Coldstream Capital Management first reported a position in Orrstown Financial Services in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Orrstown Financial Services position peaked at $7.71K in Q1 2025.
  • 130 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.