IA
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IFP Advisors’s OR Royalties Inc OR Stock Holding History

IFP Advisors’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$854 Sell
27
-27
-50% -$997 ﹤0.01% 4550
2026
Q1 		$2.05K Sell
54
-89
-62% -$3.65K ﹤0.01% 3950
2025
Q4 		$5.06K Sell
143
-215
-60% -$7.53K ﹤0.01% 3400
2025
Q3 		$14.3K Sell
358
-262
-42% -$8.18K ﹤0.01% 2737
2025
Q2 		$15.9K Buy
620
+337
+119% +$8.12K ﹤0.01% 2667
2025
Q1 		$5.98K Buy
+283
New +$5.44K ﹤0.01% 2760
2023
Q1 		– Sell
-322
Closed -$4K – 4119
2022
Q4 		$4K Hold
322
– – ﹤0.01% 3921
2022
Q3 		$4K Hold
322
– – ﹤0.01% 4145
2022
Q2 		$4K Hold
322
– – ﹤0.01% 3907
2022
Q1 		$4K Buy
+322
New +$4K ﹤0.01% 3906

Other funds holding OR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IFP Advisors's OR Position: Q2 2026 in Review

IFP Advisors reduced its OR Royalties Inc (OR) stake by 50% in Q2 2026, selling an estimated $997 and leaving 27 shares worth $854. The position accounts for ﹤0.01% of the portfolio, ranked #4550.

IFP Advisors first reported a position in OR in Q1 2022 and has held it in 10 quarters since. The position peaked at $15.9K in Q2 2025. 245 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • IFP Advisors held 27 shares of OR Royalties Inc worth $854 as of Q2 2026.
  • IFP Advisors sold 27 OR Royalties Inc shares in Q2 2026, an estimated $997.
  • OR Royalties Inc made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4550 holding.
  • IFP Advisors first reported a position in OR Royalties Inc in Q1 2022 and has held it in 10 quarters since.
  • IFP Advisors's OR Royalties Inc position peaked at $15.9K in Q2 2025.
  • 245 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.