MSFP
ORLA

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
Q2 		– Sell
-700
Closed -$9.4K – 531
2026
Q1 		$9.4K Buy
+700
New +$11.6K 0.01% 356

Other funds holding ORLA

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
MI
Merk Investments Menlo Park, California $314M AUM 74.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Mark Sheptoff Financial Planning's ORLA Position: Q2 2026 in Review

Mark Sheptoff Financial Planning sold out of Orla Mining (ORLA) in Q2 2026, closing a stake of 700 shares — an estimated $9.4K sold.

Mark Sheptoff Financial Planning first reported a position in ORLA in Q1 2026 and held it in 1 quarter. The position peaked at $9.4K in Q1 2026. 215 funds tracked by Wall St. Rank hold ORLA as of Q2 2026.

  • Mark Sheptoff Financial Planning reported no remaining Orla Mining position as of Q2 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 700 Orla Mining shares in Q2 2026, an estimated $9.4K.
  • Mark Sheptoff Financial Planning first reported a position in Orla Mining in Q1 2026 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Orla Mining position peaked at $9.4K in Q1 2026.
  • 215 funds tracked by Wall St. Rank held Orla Mining as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.