DWM
ORLA

Dogwood Wealth Management’s Orla Mining ORLA Stock Holding History

Dogwood Wealth Management’s Portfolio ORLA Stock Details ORLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-138
Closed -$1.49K – 804
2025
Q3 		$1.49K Sell
138
-266
-66% -$2.85K ﹤0.01% 567
2025
Q2 		$4.13K Buy
+404
New +$4.2K ﹤0.01% 503

Other funds holding ORLA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MI
Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Dogwood Wealth Management's ORLA Position: Q4 2025 in Review

Dogwood Wealth Management sold out of Orla Mining (ORLA) in Q4 2025, closing a stake of 138 shares — an estimated $1.49K sold.

Dogwood Wealth Management first reported a position in ORLA in Q2 2025 and held it in 2 quarters. The position peaked at $4.13K in Q2 2025. 184 funds tracked by Wall St. Rank hold ORLA as of Q4 2025.

  • Dogwood Wealth Management reported no remaining Orla Mining position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 138 Orla Mining shares in Q4 2025, an estimated $1.49K.
  • Dogwood Wealth Management first reported a position in Orla Mining in Q2 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's Orla Mining position peaked at $4.13K in Q2 2025.
  • 184 funds tracked by Wall St. Rank held Orla Mining as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.