EPG
ORLA

Estate Planners Group’s Orla Mining ORLA Stock Holding History

Estate Planners Group’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
2026
Q1 		– Sell
-200
Closed -$2.69K – 308
2025
Q4 		$2.69K Buy
+200
New +$2.43K ﹤0.01% 389

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
MI
Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Estate Planners Group's ORLA Position: Q1 2026 in Review

Estate Planners Group sold out of Orla Mining (ORLA) in Q1 2026, closing a stake of 200 shares — an estimated $2.69K sold.

Estate Planners Group first reported a position in ORLA in Q4 2025 and held it in 1 quarter. The position peaked at $2.69K in Q4 2025. 195 funds tracked by Wall St. Rank hold ORLA as of Q1 2026.

  • Estate Planners Group reported no remaining Orla Mining position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 200 Orla Mining shares in Q1 2026, an estimated $2.69K.
  • Estate Planners Group first reported a position in Orla Mining in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Orla Mining position peaked at $2.69K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Orla Mining as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.