Pinnacle Associates’s OR Royalties Inc OR Stock Holding History

Pinnacle Associates’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 Q3	–	Sell	-8,732	Closed	-$276K	–	999
2026 Q2	$276K	Hold	8,732	–	–	﹤0.01%	838
2026 Q1	$332K	Sell	8,732 -236	-3%	-$9.7K	﹤0.01%	765
2025 Q4	$317K	Sell	8,968 -5,168	-37%	-$181K	﹤0.01%	774
2025 Q3	$567K	Hold	14,136	–	–	0.01%	618
2025 Q2	$363K	Buy	+14,136	New	+$341K	0.01%	696

Other funds holding OR

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Global Strategic Management San Juan, Puerto Rico $132M AUM 21.45% 1-Year Est. Return

Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Pinnacle Associates's OR Position: Q3 2026 in Review

Pinnacle Associates sold out of OR Royalties Inc (OR) in Q3 2026, closing a stake of 8,732 shares — an estimated $276K sold.

Pinnacle Associates first reported a position in OR in Q2 2025 and held it in 5 quarters. The position peaked at $567K in Q3 2025. 35 funds tracked by Wall St. Rank hold OR as of Q3 2026.

Pinnacle Associates reported no remaining OR Royalties Inc position as of Q3 2026 after selling out during the quarter.
Pinnacle Associates sold 8,732 OR Royalties Inc shares in Q3 2026, an estimated $276K.
Pinnacle Associates first reported a position in OR Royalties Inc in Q2 2025 and held it in 5 quarters.
Pinnacle Associates's OR Royalties Inc position peaked at $567K in Q3 2025.
35 funds tracked by Wall St. Rank held OR Royalties Inc as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.