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Dakota Wealth Management’s Old Republic International ORI Stock Holding History

Dakota Wealth Management’s Portfolio ORI Stock Details ORI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$637K Buy
15,574
+5
+0% +$198 0.01% 527
2026
Q1 		$621K Sell
15,569
-1,233
-7% -$50.7K 0.01% 502
2025
Q4 		$767K Buy
+16,802
New +$729K 0.01% 461

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dakota Wealth Management's ORI Position: Q2 2026 in Review

Dakota Wealth Management increased its Old Republic International (ORI) stake by 0.03% in Q2 2026, buying an estimated $198 and bringing the position to 15,574 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #527.

Dakota Wealth Management first reported a position in ORI in Q4 2025 and has held it in 3 quarters since. The position peaked at $767K in Q4 2025. 654 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Dakota Wealth Management held 15,574 shares of Old Republic International worth $637K as of Q2 2026.
  • Dakota Wealth Management bought 5 Old Republic International shares in Q2 2026, an estimated $198.
  • Old Republic International made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #527 holding.
  • Dakota Wealth Management first reported a position in Old Republic International in Q4 2025 and has held it in 3 quarters since.
  • Dakota Wealth Management's Old Republic International position peaked at $767K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.