Physician Wealth Advisors
ORRF icon

Physician Wealth Advisors’s Orrstown Financial Services ORRF Stock Holding History

Physician Wealth Advisors’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
Q3 		$366 Hold
9
– – ﹤0.01% 2370
2026
Q2 		$368 Buy
+9
New +$339 ﹤0.01% 2269
2025
Q2 		– Sell
-22
Closed -$661 – 1931
2025
Q1 		$661 Buy
+22
New +$737 ﹤0.01% 1303

Other funds holding ORRF

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beese Fulmer Investment Management
Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farmers & Merchants Trust Co of Chambersburg PA
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Physician Wealth Advisors's ORRF Position: Q3 2026 in Review

Physician Wealth Advisors held its Orrstown Financial Services (ORRF) position steady in Q3 2026 at 9 shares worth $366. The position accounts for ﹤0.01% of the portfolio, ranked #2370.

Physician Wealth Advisors first reported a position in ORRF in Q1 2025 and has held it in 3 quarters since. The position peaked at $661 in Q1 2025. 23 funds tracked by Wall St. Rank hold ORRF as of Q3 2026.

  • Physician Wealth Advisors held 9 shares of Orrstown Financial Services worth $366 as of Q3 2026.
  • Physician Wealth Advisors left its Orrstown Financial Services share count unchanged in Q3 2026.
  • Orrstown Financial Services made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2370 holding.
  • Physician Wealth Advisors first reported a position in Orrstown Financial Services in Q1 2025 and has held it in 3 quarters since.
  • Physician Wealth Advisors's Orrstown Financial Services position peaked at $661 in Q1 2025.
  • 23 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.