Cornerstone Planning Group
ORRF icon

Cornerstone Planning Group’s Orrstown Financial Services ORRF Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-54
Closed -$2.23K – 1215
2026
Q2 		$2.23K Hold
54
– – ﹤0.01% 1300
2026
Q1 		$1.99K Hold
54
– – ﹤0.01% 1301
2025
Q4 		$1.87K Buy
54
+48
+800% +$1.68K ﹤0.01% 1208
2025
Q3 		$739 Sell
6
-48
-89% -$1.63K ﹤0.01% 1388
2025
Q2 		$1.74K Hold
54
– – ﹤0.01% 981
2025
Q1 		$1.53K Hold
54
– – ﹤0.01% 1046
2024
Q4 		$1.97K Hold
54
– – ﹤0.01% 798
2024
Q3 		$2.04K Hold
54
– – ﹤0.01% 767
2024
Q2 		$1.73K Buy
+54
New +$1.4K ﹤0.01% 809

Other funds holding ORRF

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beese Fulmer Investment Management
Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farmers & Merchants Trust Co of Chambersburg PA
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Cornerstone Planning Group's ORRF Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Orrstown Financial Services (ORRF) in Q3 2026, closing a stake of 54 shares — an estimated $2.23K sold.

Cornerstone Planning Group first reported a position in ORRF in Q2 2024 and held it in 9 quarters. The position peaked at $2.23K in Q2 2026. 23 funds tracked by Wall St. Rank hold ORRF as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Orrstown Financial Services position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 54 Orrstown Financial Services shares in Q3 2026, an estimated $2.23K.
  • Cornerstone Planning Group first reported a position in Orrstown Financial Services in Q2 2024 and held it in 9 quarters.
  • Cornerstone Planning Group's Orrstown Financial Services position peaked at $2.23K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.