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Comprehensive Financial Planning’s Orrstown Financial Services ORRF Stock Holding History

Comprehensive Financial Planning’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
-1,053
Closed -$31.6K – 346
2025
Q1 		$31.6K Buy
1,053
+8
+0.8% +$268 0.03% 159
2024
Q4 		$38.3K Buy
+1,045
New +$39.7K 0.03% 170

Other funds holding ORRF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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

Comprehensive Financial Planning's ORRF Position: Q2 2025 in Review

Comprehensive Financial Planning sold out of Orrstown Financial Services (ORRF) in Q2 2025, closing a stake of 1,053 shares — an estimated $31.6K sold.

Comprehensive Financial Planning first reported a position in ORRF in Q4 2024 and held it in 2 quarters. The position peaked at $38.3K in Q4 2024. 130 funds tracked by Wall St. Rank hold ORRF as of Q2 2025.

  • Comprehensive Financial Planning reported no remaining Orrstown Financial Services position as of Q2 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 1,053 Orrstown Financial Services shares in Q2 2025, an estimated $31.6K.
  • Comprehensive Financial Planning first reported a position in Orrstown Financial Services in Q4 2024 and held it in 2 quarters.
  • Comprehensive Financial Planning's Orrstown Financial Services position peaked at $38.3K in Q4 2024.
  • 130 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q2 2025.

Based on Comprehensive Financial Planning's 13F filing for Q2 2025, filed 8 Aug 2025.