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
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 $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

Creative Planning's ORRF Position: Q1 2026 in Review

Creative Planning increased its Orrstown Financial Services (ORRF) stake by 27% in Q1 2026, buying an estimated $168K and bringing the position to 21,970 shares worth $793K. The position accounts for ﹤0.01% of the portfolio, ranked #2649.

Creative Planning first reported a position in ORRF in Q4 2024 and has held it in 5 quarters since. 157 funds tracked by Wall St. Rank hold ORRF as of Q1 2026.

  • Creative Planning held 21,970 shares of Orrstown Financial Services worth $793K as of Q1 2026.
  • Creative Planning bought 4,640 Orrstown Financial Services shares in Q1 2026, an estimated $168K.
  • Orrstown Financial Services made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2649 holding.
  • Creative Planning first reported a position in Orrstown Financial Services in Q4 2024 and has held it in 5 quarters since.
  • 157 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.