Creative Planning
ORRF icon

Creative Planning’s Orrstown Financial Services ORRF Stock Holding History

Creative 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
2026
Q2 		$1.3M Buy
31,889
+9,919
+45% +$374K ﹤0.01% 2435
2026
Q1 		$793K Buy
21,970
+4,640
+27% +$168K ﹤0.01% 2649
2025
Q4 		$614K Buy
17,330
+646
+4% +$22.6K ﹤0.01% 2656
2025
Q3 		$567K Buy
16,684
+5,210
+45% +$177K ﹤0.01% 2603
2025
Q2 		$365K Buy
+11,474
New +$339K ﹤0.01% 2735
2025
Q1 		– Sell
-37
Closed -$1.35K – 3660
2024
Q4 		$1.35K Buy
+37
New +$1.41K ﹤0.01% 3504

Other funds holding ORRF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

Creative Planning's ORRF Position: Q2 2026 in Review

Creative Planning increased its Orrstown Financial Services (ORRF) stake by 45% in Q2 2026, buying an estimated $374K and bringing the position to 31,889 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2435.

Creative Planning first reported a position in ORRF in Q4 2024 and has held it in 6 quarters since. 163 funds tracked by Wall St. Rank hold ORRF as of Q2 2026.

  • Creative Planning held 31,889 shares of Orrstown Financial Services worth $1.3M as of Q2 2026.
  • Creative Planning bought 9,919 Orrstown Financial Services shares in Q2 2026, an estimated $374K.
  • Orrstown Financial Services made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2435 holding.
  • Creative Planning first reported a position in Orrstown Financial Services in Q4 2024 and has held it in 6 quarters since.
  • 163 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.