Curi RMB Capital’s Orrstown Financial Services ORRF Stock Holding History

Curi RMB Capital’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	$359K	Hold	9,962	–	–	0.01%	687
2025 Q4	$353K	Hold	9,962	–	–	0.01%	707
2025 Q3	$339K	Buy	9,962 +745	+8%	+$25.3K	0.01%	578
2025 Q2	$293K	Buy	+9,217	New	+$273K	0.01%	588
2016 Q4	–	Sell	-340,704	Closed	-$6.73M	–	533
2016 Q3	$6.73M	Sell	340,704 -35,355	-9%	-$709K	0.37%	87
2016 Q2	$6.79M	Buy	376,059 +87,187	+30%	+$1.61M	0.35%	79
2016 Q1	$5M	Buy	288,872 +12,700	+5%	+$220K	0.33%	96
2015 Q4	$4.97M	Buy	276,172 +15,320	+6%	+$270K	0.23%	92
2015 Q3	$4.4M	Buy	260,852 +4,037	+2%	+$67.7K	0.29%	94
2015 Q2	$4.16M	Sell	256,815 -2,120	-0.8%	-$36K	0.27%	92
2015 Q1	$4.43M	Buy	258,935 +24,410	+10%	+$414K	0.27%	96
2014 Q4	$3.99M	Buy	234,525 +20,875	+10%	+$346K	0.24%	106
2014 Q3	$3.48M	Buy	+213,650	New	+$3.46M	0.21%	117

Other funds holding ORRF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Curi RMB Capital's ORRF Position: Q1 2026 in Review

Curi RMB Capital held its Orrstown Financial Services (ORRF) position steady in Q1 2026 at 9,962 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #687.

Curi RMB Capital first reported a position in ORRF in Q3 2014 and has held it in 13 quarters since. The position peaked at $6.79M in Q2 2016. 157 funds tracked by Wall St. Rank hold ORRF as of Q1 2026.

Curi RMB Capital held 9,962 shares of Orrstown Financial Services worth $359K as of Q1 2026.
Curi RMB Capital left its Orrstown Financial Services share count unchanged in Q1 2026.
Orrstown Financial Services made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #687 holding.
Curi RMB Capital first reported a position in Orrstown Financial Services in Q3 2014 and has held it in 13 quarters since.
Curi RMB Capital's Orrstown Financial Services position peaked at $6.79M in Q2 2016.
157 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.