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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

EverSource Wealth Advisors's ORRF Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Orrstown Financial Services (ORRF) stake by 32% in Q1 2026, selling an estimated $3.7K and leaving 213 shares worth $7.68K. The position accounts for ﹤0.01% of the portfolio, ranked #3061.

EverSource Wealth Advisors first reported a position in ORRF in Q4 2024 and has held it in 5 quarters since. The position peaked at $14.8K in Q3 2025. 157 funds tracked by Wall St. Rank hold ORRF as of Q1 2026.

  • EverSource Wealth Advisors held 213 shares of Orrstown Financial Services worth $7.68K as of Q1 2026.
  • EverSource Wealth Advisors sold 102 Orrstown Financial Services shares in Q1 2026, an estimated $3.7K.
  • Orrstown Financial Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3061 holding.
  • EverSource Wealth Advisors first reported a position in Orrstown Financial Services in Q4 2024 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Orrstown Financial Services position peaked at $14.8K in Q3 2025.
  • 157 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.