Planning Strategies
ORRF icon

Planning Strategies’s Orrstown Financial Services ORRF Stock Holding History

Planning Strategies’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
Q3 		$20.9K Hold
515
– – 0.01% 247
2026
Q2 		$21K Buy
+515
New +$19.4K 0.01% 241

Other funds holding ORRF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Planning Strategies's ORRF Position: Q3 2026 in Review

Planning Strategies held its Orrstown Financial Services (ORRF) position steady in Q3 2026 at 515 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #247.

Planning Strategies first reported a position in ORRF in Q2 2026 and has held it in 2 quarters since. The position peaked at $21K in Q2 2026. 120 funds tracked by Wall St. Rank hold ORRF as of Q3 2026.

  • Planning Strategies held 515 shares of Orrstown Financial Services worth $20.9K as of Q3 2026.
  • Planning Strategies left its Orrstown Financial Services share count unchanged in Q3 2026.
  • Orrstown Financial Services made up 0.01% of Planning Strategies's portfolio in Q3 2026, its #247 holding.
  • Planning Strategies first reported a position in Orrstown Financial Services in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's Orrstown Financial Services position peaked at $21K in Q2 2026.
  • 120 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.