KCM
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Kennedy Capital Management’s Orrstown Financial Services ORRF Stock Holding History

Kennedy Capital 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
Q1 		$5.69M Buy
157,653
+2,861
+2% +$104K 0.12% 262
2025
Q4 		$5.48M Sell
154,792
-125,931
-45% -$4.4M 0.12% 280
2025
Q3 		$9.54M Buy
280,723
+238,790
+569% +$8.12M 0.21% 168
2025
Q2 		$1.33M Buy
+41,933
New +$1.24M 0.03% 480
2024
Q1 		– Sell
-17,374
Closed -$513K – 759
2023
Q4 		$513K Buy
17,374
+9
+0.1% +$212 0.01% 630
2023
Q3 		$365K Buy
+17,365
New +$378K 0.01% 629
2020
Q2 		– Sell
-45,554
Closed -$627K – 702
2020
Q1 		$627K Buy
45,554
+3,322
+8% +$63.5K 0.02% 598
2019
Q4 		$955K Buy
42,232
+14,508
+52% +$319K 0.02% 616
2019
Q3 		$607K Hold
27,724
– – 0.02% 623
2019
Q2 		$610K Hold
27,724
– – 0.01% 640
2019
Q1 		$515K Buy
+27,724
New +$542K 0.01% 649
2018
Q4 		– Sell
-20,309
Closed -$483K – 725
2018
Q3 		$483K Hold
20,309
– – 0.01% 683
2018
Q2 		$528K Sell
20,309
-14,980
-42% -$386K 0.01% 692
2018
Q1 		$852K Sell
35,289
-940
-3% -$23.4K 0.02% 676
2017
Q4 		$915K Buy
36,229
+14,980
+70% +$379K 0.02% 676
2017
Q3 		$529K Buy
21,249
+1,898
+10% +$45.9K 0.01% 709
2017
Q2 		$442K Buy
+19,351
New +$418K 0.01% 686

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

Kennedy Capital Management's ORRF Position: Q1 2026 in Review

Kennedy Capital Management increased its Orrstown Financial Services (ORRF) stake by 1.8% in Q1 2026, buying an estimated $104K and bringing the position to 157,653 shares worth $5.69M. The position accounts for 0.12% of the portfolio, ranked #262.

Kennedy Capital Management first reported a position in ORRF in Q2 2017 and has held it in 17 quarters since. The position peaked at $9.54M in Q3 2025. 157 funds tracked by Wall St. Rank hold ORRF as of Q1 2026.

  • Kennedy Capital Management held 157,653 shares of Orrstown Financial Services worth $5.69M as of Q1 2026.
  • Kennedy Capital Management bought 2,861 Orrstown Financial Services shares in Q1 2026, an estimated $104K.
  • Orrstown Financial Services made up 0.12% of Kennedy Capital Management's portfolio in Q1 2026, its #262 holding.
  • Kennedy Capital Management first reported a position in Orrstown Financial Services in Q2 2017 and has held it in 17 quarters since.
  • Kennedy Capital Management's Orrstown Financial Services position peaked at $9.54M in Q3 2025.
  • 157 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.