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MAI Capital Management’s Orrstown Financial Services ORRF Stock Holding History

MAI 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
Q2 		– Sell
-2,281
Closed -$82.3K – 3895
2026
Q1 		$82.3K Sell
2,281
-141
-6% -$5.11K ﹤0.01% 1934
2025
Q4 		$85.8K Hold
2,422
– – ﹤0.01% 1728
2025
Q3 		$82.3K Sell
2,422
-17
-0.7% -$578 ﹤0.01% 1661
2025
Q2 		$77.6K Buy
2,439
+17
+0.7% +$503 ﹤0.01% 1619
2025
Q1 		$72.7K Hold
2,422
– – ﹤0.01% 1549
2024
Q4 		$88.7K Buy
+2,422
New +$92K ﹤0.01% 1498

Other funds holding ORRF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

MAI Capital Management's ORRF Position: Q2 2026 in Review

MAI Capital Management sold out of Orrstown Financial Services (ORRF) in Q2 2026, closing a stake of 2,281 shares — an estimated $82.3K sold.

MAI Capital Management first reported a position in ORRF in Q4 2024 and held it in 6 quarters. The position peaked at $88.7K in Q4 2024. 162 funds tracked by Wall St. Rank hold ORRF as of Q2 2026.

  • MAI Capital Management reported no remaining Orrstown Financial Services position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 2,281 Orrstown Financial Services shares in Q2 2026, an estimated $82.3K.
  • MAI Capital Management first reported a position in Orrstown Financial Services in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Orrstown Financial Services position peaked at $88.7K in Q4 2024.
  • 162 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.