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PKO Investment Management Joint-Stock’s OR Royalties Inc OR Stock Holding History

PKO Investment Management Joint-Stock’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
Q2 		$1.97M Hold
62,344
– – 0.14% 118
2026
Q1 		$2.37M Sell
62,344
-2,456
-4% -$101K 0.2% 97
2025
Q4 		$2.3M Buy
64,800
+5,000
+8% +$175K 0.18% 103
2025
Q3 		$2.4M Sell
59,800
-7,000
-10% -$218K 0.2% 98
2025
Q2 		$1.71M Sell
66,800
-11,000
-14% -$265K 0.18% 95
2025
Q1 		$1.65M Hold
77,800
– – 0.19% 89
2024
Q4 		$1.41M Sell
77,800
-20,000
-20% -$389K 0.18% 86
2024
Q3 		$1.81M Sell
97,800
-25,000
-20% -$432K 0.22% 73
2024
Q2 		$1.91M Hold
122,800
– – 0.24% 77
2024
Q1 		$2.02M Hold
122,800
– – 0.24% 76
2023
Q4 		$1.75M Buy
122,800
+11,000
+10% +$144K 0.22% 76
2023
Q3 		$1.33M Hold
111,800
– – 0.18% 85
2023
Q2 		$1.72M Hold
111,800
– – 0.21% 77
2023
Q1 		$1.76M Buy
+111,800
New +$1.51M 0.23% 84
2016
Q4 		– Sell
-15,000
Closed -$164K – 70
2016
Q3 		$164K Buy
+15,000
New +$187K 0.1% 39

Other funds holding OR

USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
LI
Louisbourg Investments Dieppe, New Brunswick, Canada $542M AUM 21.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MWM
McAlvany Wealth Management Durango, Colorado $134M AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

PKO Investment Management Joint-Stock's OR Position: Q2 2026 in Review

PKO Investment Management Joint-Stock held its OR Royalties Inc (OR) position steady in Q2 2026 at 62,344 shares worth $1.97M. The position accounts for 0.14% of the portfolio, ranked #118.

PKO Investment Management Joint-Stock first reported a position in OR in Q3 2016 and has held it in 15 quarters since. The position peaked at $2.4M in Q3 2025. 37 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • PKO Investment Management Joint-Stock held 62,344 shares of OR Royalties Inc worth $1.97M as of Q2 2026.
  • PKO Investment Management Joint-Stock left its OR Royalties Inc share count unchanged in Q2 2026.
  • OR Royalties Inc made up 0.14% of PKO Investment Management Joint-Stock's portfolio in Q2 2026, its #118 holding.
  • PKO Investment Management Joint-Stock first reported a position in OR Royalties Inc in Q3 2016 and has held it in 15 quarters since.
  • PKO Investment Management Joint-Stock's OR Royalties Inc position peaked at $2.4M in Q3 2025.
  • 37 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

Based on PKO Investment Management Joint-Stock's 13F filing for Q2 2026, filed 20 Jul 2026.