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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
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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Physician Wealth Advisors's ORRF Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Orrstown Financial Services (ORRF) in Q2 2026: 9 shares worth $368. The stake represents ﹤0.01% of the portfolio and ranks #2269 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in ORRF as recently as Q1 2025.

Physician Wealth Advisors first reported a position in ORRF in Q1 2025 and has held it in 2 quarters since. The position peaked at $661 in Q1 2025. 15 funds tracked by Wall St. Rank hold ORRF as of Q2 2026.

  • Physician Wealth Advisors held 9 shares of Orrstown Financial Services worth $368 as of Q2 2026.
  • Orrstown Financial Services was a new Physician Wealth Advisors position in Q2 2026.
  • Orrstown Financial Services made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2269 holding.
  • Physician Wealth Advisors first reported a position in Orrstown Financial Services in Q1 2025 and has held it in 2 quarters since.
  • Physician Wealth Advisors's Orrstown Financial Services position peaked at $661 in Q1 2025.
  • 15 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.