IAA
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Independent Advisor Alliance’s OR Royalties Inc OR Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-60,661
Closed -$2.15M – 1643
2025
Q4 		$2.15M Buy
+60,661
New +$2.13M 0.05% 290

Other funds holding OR

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T. Rowe Price Associates
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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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Independent Advisor Alliance's OR Position: Q1 2026 in Review

Independent Advisor Alliance sold out of OR Royalties Inc (OR) in Q1 2026, closing a stake of 60,661 shares — an estimated $2.15M sold.

Independent Advisor Alliance first reported a position in OR in Q4 2025 and held it in 1 quarter. The position peaked at $2.15M in Q4 2025. 252 funds tracked by Wall St. Rank hold OR as of Q1 2026.

  • Independent Advisor Alliance reported no remaining OR Royalties Inc position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 60,661 OR Royalties Inc shares in Q1 2026, an estimated $2.15M.
  • Independent Advisor Alliance first reported a position in OR Royalties Inc in Q4 2025 and held it in 1 quarter.
  • Independent Advisor Alliance's OR Royalties Inc position peaked at $2.15M in Q4 2025.
  • 252 funds tracked by Wall St. Rank held OR Royalties Inc as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.