Jones Financial Companies
ORRF icon

Jones Financial Companies’s Orrstown Financial Services ORRF Stock Holding History

Jones Financial Companies’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
Q1 		$3.32K Sell
95
-353
-79% -$12.8K ﹤0.01% 3989
2025
Q4 		$15.9K Hold
448
– – ﹤0.01% 3028
2025
Q3 		$15.5K Buy
+448
New +$15.2K ﹤0.01% 2911

Other funds holding ORRF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jones Financial Companies's ORRF Position: Q1 2026 in Review

Jones Financial Companies reduced its Orrstown Financial Services (ORRF) stake by 79% in Q1 2026, selling an estimated $12.8K and leaving 95 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #3989.

Jones Financial Companies first reported a position in ORRF in Q3 2025 and has held it in 3 quarters since. The position peaked at $15.9K in Q4 2025. 157 funds tracked by Wall St. Rank hold ORRF as of Q1 2026.

  • Jones Financial Companies held 95 shares of Orrstown Financial Services worth $3.32K as of Q1 2026.
  • Jones Financial Companies sold 353 Orrstown Financial Services shares in Q1 2026, an estimated $12.8K.
  • Orrstown Financial Services made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3989 holding.
  • Jones Financial Companies first reported a position in Orrstown Financial Services in Q3 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's Orrstown Financial Services position peaked at $15.9K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.