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Golden State Wealth Management’s Old Republic International ORI Stock Holding History

Golden State Wealth Management’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
Q1 		– Sell
-13
Closed -$593 – 1699
2025
Q4 		$593 Hold
13
– – ﹤0.01% 1581
2025
Q3 		$552 Hold
13
– – ﹤0.01% 1561
2025
Q2 		$500 Buy
+13
New +$489 ﹤0.01% 1497
2025
Q1 		– Sell
-2
Closed -$85 – 1627
2024
Q4 		$85 Buy
+2
New +$73 ﹤0.01% 1488

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 $3.38T AUM 44.17% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Golden State Wealth Management's ORI Position: Q1 2026 in Review

Golden State Wealth Management sold out of Old Republic International (ORI) in Q1 2026, closing a stake of 13 shares — an estimated $593 sold.

Golden State Wealth Management first reported a position in ORI in Q4 2024 and held it in 4 quarters. The position peaked at $593 in Q4 2025. 660 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

  • Golden State Wealth Management reported no remaining Old Republic International position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 13 Old Republic International shares in Q1 2026, an estimated $593.
  • Golden State Wealth Management first reported a position in Old Republic International in Q4 2024 and held it in 4 quarters.
  • Golden State Wealth Management's Old Republic International position peaked at $593 in Q4 2025.
  • 660 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.