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Pinnacle Wealth Planning Services’s Old Republic International ORI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ORI Stock Details ORI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.03K Sell
123
-11
-8% -$436 ﹤0.01% 2289
2026
Q1 		$5.35K Buy
134
+26
+24% +$1.07K ﹤0.01% 2242
2025
Q4 		$4.93K Buy
+108
New +$4.69K ﹤0.01% 2284

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's ORI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Old Republic International (ORI) stake by 8.2% in Q2 2026, selling an estimated $436 and leaving 123 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2289.

Pinnacle Wealth Planning Services first reported a position in ORI in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.35K in Q1 2026. 654 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 123 shares of Old Republic International worth $5.03K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 11 Old Republic International shares in Q2 2026, an estimated $436.
  • Old Republic International made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2289 holding.
  • Pinnacle Wealth Planning Services first reported a position in Old Republic International in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Old Republic International position peaked at $5.35K in Q1 2026.
  • 654 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.