Pinnacle Associates’s OR Royalties Inc OR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$276K Hold
8,732
﹤0.01% 838
2026
Q1
$332K Sell
8,732
-236
-3% -$9.69K ﹤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

Pinnacle Associates's OR Position: Q2 2026 in Review

Pinnacle Associates held its OR Royalties Inc (OR) position steady in Q2 2026 at 8,732 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Pinnacle Associates first reported a position in OR in Q2 2025 and has held it in 5 quarters since. The position peaked at $567K in Q3 2025. 246 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • Pinnacle Associates held 8,732 shares of OR Royalties Inc worth $276K as of Q2 2026.
  • Pinnacle Associates left its OR Royalties Inc share count unchanged in Q2 2026.
  • OR Royalties Inc made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #838 holding.
  • Pinnacle Associates first reported a position in OR Royalties Inc in Q2 2025 and has held it in 5 quarters since.
  • Pinnacle Associates's OR Royalties Inc position peaked at $567K in Q3 2025.
  • 246 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.