NEPPG
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New England Professional Planning Group’s OR Royalties Inc OR Stock Holding History

New England Professional Planning Group’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$205K Buy
6,482
+8
+0.1% +$295 0.08% 48
2026
Q1 		$246K Buy
6,474
+6
+0.1% +$246 0.1% 38
2025
Q4 		$229K Buy
+6,468
New +$227K 0.1% 46

Other funds holding OR

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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
LI
Louisbourg Investments Dieppe, New Brunswick, Canada $542M AUM 21.44% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

New England Professional Planning Group's OR Position: Q2 2026 in Review

New England Professional Planning Group increased its OR Royalties Inc (OR) stake by 0.12% in Q2 2026, buying an estimated $295 and bringing the position to 6,482 shares worth $205K. The position accounts for 0.08% of the portfolio, ranked #48.

New England Professional Planning Group first reported a position in OR in Q4 2025 and has held it in 3 quarters since. The position peaked at $246K in Q1 2026. 65 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • New England Professional Planning Group held 6,482 shares of OR Royalties Inc worth $205K as of Q2 2026.
  • New England Professional Planning Group bought 8 OR Royalties Inc shares in Q2 2026, an estimated $295.
  • OR Royalties Inc made up 0.08% of New England Professional Planning Group's portfolio in Q2 2026, its #48 holding.
  • New England Professional Planning Group first reported a position in OR Royalties Inc in Q4 2025 and has held it in 3 quarters since.
  • New England Professional Planning Group's OR Royalties Inc position peaked at $246K in Q1 2026.
  • 65 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.