Mark Sheptoff Financial Planning’s Orla Mining ORLA Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ORLA Stock Details ORLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.4K	Buy	+700	New	+$11.6K	0.01%	356

Other funds holding ORLA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mark Sheptoff Financial Planning's ORLA Position: Q1 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Orla Mining (ORLA) in Q1 2026: 700 shares worth $9.4K. The stake represents 0.01% of the portfolio and ranks #356 among its holdings.

195 funds tracked by Wall St. Rank hold ORLA as of Q1 2026.

Mark Sheptoff Financial Planning held 700 shares of Orla Mining worth $9.4K as of Q1 2026.
Orla Mining was a new Mark Sheptoff Financial Planning position in Q1 2026.
Orla Mining made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #356 holding.
195 funds tracked by Wall St. Rank held Orla Mining as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.