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Evoke Wealth’s Old Republic International ORI Stock Holding History

Evoke Wealth’s Portfolio ORI Stock Details ORI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,883
Closed -$275K – 453
2026
Q1 		$275K Sell
6,883
-2,618
-28% -$108K ﹤0.01% 567
2025
Q4 		$434K Buy
9,501
+74
+0.8% +$3.21K 0.01% 424
2025
Q3 		$400K Buy
9,427
+603
+7% +$23.3K 0.01% 424
2025
Q2 		$339K Buy
+8,824
New +$332K 0.01% 431

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Evoke Wealth's ORI Position: Q2 2026 in Review

Evoke Wealth sold out of Old Republic International (ORI) in Q2 2026, closing a stake of 6,883 shares — an estimated $275K sold.

Evoke Wealth first reported a position in ORI in Q2 2025 and held it in 4 quarters. The position peaked at $434K in Q4 2025. 653 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Evoke Wealth reported no remaining Old Republic International position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 6,883 Old Republic International shares in Q2 2026, an estimated $275K.
  • Evoke Wealth first reported a position in Old Republic International in Q2 2025 and held it in 4 quarters.
  • Evoke Wealth's Old Republic International position peaked at $434K in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.