Emerald Mutual Fund Advisers Trust’s Orrstown Financial Services ORRF Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2025 Q2	–	Sell	-48,861	Closed	-$1.47M	–	227
2025 Q1	$1.47M	Sell	48,861 -23,445	-32%	-$785K	0.1%	121
2024 Q4	$2.65M	Buy	72,306 +222	+0.3%	+$8.44K	0.16%	111
2024 Q3	$2.59M	Buy	+72,084	New	+$2.39M	0.13%	114
2013 Q4	–	Sell	-10,392	Closed	-$181K	–	231
2013 Q3	$181K	Hold	10,392	–	–	0.03%	208
2013 Q2	$132K	Buy	+10,392	New	+$154K	0.02%	203

Other funds holding ORRF

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

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's ORRF Position: Q2 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of Orrstown Financial Services (ORRF) in Q2 2025, closing a stake of 48,861 shares — an estimated $1.47M sold.

Emerald Mutual Fund Advisers Trust first reported a position in ORRF in Q2 2013 and held it in 5 quarters. The position peaked at $2.65M in Q4 2024. 130 funds tracked by Wall St. Rank hold ORRF as of Q2 2025.

Emerald Mutual Fund Advisers Trust reported no remaining Orrstown Financial Services position as of Q2 2025 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 48,861 Orrstown Financial Services shares in Q2 2025, an estimated $1.47M.
Emerald Mutual Fund Advisers Trust first reported a position in Orrstown Financial Services in Q2 2013 and held it in 5 quarters.
Emerald Mutual Fund Advisers Trust's Orrstown Financial Services position peaked at $2.65M in Q4 2024.
130 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q2 2025.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2025, filed 4 Aug 2025.