JWWM
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Johnson & White Wealth Management’s Orrstown Financial Services ORRF Stock Holding History

Johnson & White Wealth Management’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 		$422K Buy
10,342
+440
+4% +$16.6K 0.16% 84
2026
Q1 		$357K Buy
9,902
+12
+0.1% +$435 0.15% 84
2025
Q4 		$350K Sell
9,890
-2,567
-21% -$89.6K 0.15% 86
2025
Q3 		$423K Buy
12,457
+12
+0.1% +$408 0.19% 80
2025
Q2 		$396K Buy
12,445
+3,223
+35% +$95.3K 0.2% 76
2025
Q1 		$277K Buy
9,222
+11
+0.1% +$368 0.16% 86
2024
Q4 		$331K Buy
+9,211
New +$350K 0.2% 74

Other funds holding ORRF

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Johnson & White Wealth Management's ORRF Position: Q2 2026 in Review

Johnson & White Wealth Management increased its Orrstown Financial Services (ORRF) stake by 4.4% in Q2 2026, buying an estimated $16.6K and bringing the position to 10,342 shares worth $422K. The position accounts for 0.16% of the portfolio, ranked #84.

Johnson & White Wealth Management first reported a position in ORRF in Q4 2024 and has held it in 7 quarters since. The position peaked at $423K in Q3 2025. 9 funds tracked by Wall St. Rank hold ORRF as of Q2 2026.

  • Johnson & White Wealth Management held 10,342 shares of Orrstown Financial Services worth $422K as of Q2 2026.
  • Johnson & White Wealth Management bought 440 Orrstown Financial Services shares in Q2 2026, an estimated $16.6K.
  • Orrstown Financial Services made up 0.16% of Johnson & White Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Johnson & White Wealth Management first reported a position in Orrstown Financial Services in Q4 2024 and has held it in 7 quarters since.
  • Johnson & White Wealth Management's Orrstown Financial Services position peaked at $423K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.