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EverSource Wealth Advisors’s Orrstown Financial Services ORRF Stock Holding History

EverSource Wealth Advisors’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
Q2 		$1.35K Sell
33
-180
-85% -$6.79K ﹤0.01% 3870
2026
Q1 		$7.68K Sell
213
-102
-32% -$3.7K ﹤0.01% 3061
2025
Q4 		$11.2K Sell
315
-120
-28% -$4.19K ﹤0.01% 2741
2025
Q3 		$14.8K Buy
435
+7
+2% +$238 ﹤0.01% 2574
2025
Q2 		$13.6K Buy
+428
New +$12.7K ﹤0.01% 2596
2025
Q1 		– Sell
-12
Closed -$439 – 4135
2024
Q4 		$439 Buy
+12
New +$456 ﹤0.01% 3242

Other funds holding ORRF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

EverSource Wealth Advisors's ORRF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Orrstown Financial Services (ORRF) stake by 85% in Q2 2026, selling an estimated $6.79K and leaving 33 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #3870.

EverSource Wealth Advisors first reported a position in ORRF in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.8K in Q3 2025. 162 funds tracked by Wall St. Rank hold ORRF as of Q2 2026.

  • EverSource Wealth Advisors held 33 shares of Orrstown Financial Services worth $1.35K as of Q2 2026.
  • EverSource Wealth Advisors sold 180 Orrstown Financial Services shares in Q2 2026, an estimated $6.79K.
  • Orrstown Financial Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3870 holding.
  • EverSource Wealth Advisors first reported a position in Orrstown Financial Services in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Orrstown Financial Services position peaked at $14.8K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.