Integrated Wealth Concepts’s Orrstown Financial Services ORRF Stock Holding History

Integrated Wealth Concepts’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 Q2	$18.8K	Buy	+461	New	+$17.4K	﹤0.01%	4144

Other funds holding ORRF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

Integrated Wealth Concepts's ORRF Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Orrstown Financial Services (ORRF) in Q2 2026: 461 shares worth $18.8K. The stake represents ﹤0.01% of the portfolio and ranks #4144 among its holdings.

163 funds tracked by Wall St. Rank hold ORRF as of Q2 2026.

Integrated Wealth Concepts held 461 shares of Orrstown Financial Services worth $18.8K as of Q2 2026.
Orrstown Financial Services was a new Integrated Wealth Concepts position in Q2 2026.
Orrstown Financial Services made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4144 holding.
163 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.