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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
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

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

Cornerstone Planning Group's ORRF Position: Q1 2026 in Review

Cornerstone Planning Group held its Orrstown Financial Services (ORRF) position steady in Q1 2026 at 54 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Cornerstone Planning Group first reported a position in ORRF in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.04K in Q3 2024. 157 funds tracked by Wall St. Rank hold ORRF as of Q1 2026.

  • Cornerstone Planning Group held 54 shares of Orrstown Financial Services worth $1.99K as of Q1 2026.
  • Cornerstone Planning Group left its Orrstown Financial Services share count unchanged in Q1 2026.
  • Orrstown Financial Services made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1301 holding.
  • Cornerstone Planning Group first reported a position in Orrstown Financial Services in Q2 2024 and has held it in 8 quarters since.
  • Cornerstone Planning Group's Orrstown Financial Services position peaked at $2.04K in Q3 2024.
  • 157 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.