Principal Financial Group
ORRF icon

Principal Financial Group’s Orrstown Financial Services ORRF Stock Holding History

Principal Financial Group’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
Q2 		$2.58M Buy
63,105
+4,600
+8% +$173K ﹤0.01% 1807
2026
Q1 		$2.11M Buy
+58,505
New +$2.12M ﹤0.01% 1816
2025
Q2 		– Sell
-14,997
Closed -$450K – 2296
2025
Q1 		$450K Buy
14,997
+462
+3% +$15.5K ﹤0.01% 1945
2024
Q4 		$532K Buy
14,535
+1,245
+9% +$47.3K ﹤0.01% 1953
2024
Q3 		$478K Buy
+13,290
New +$440K ﹤0.01% 1967

Other funds holding ORRF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

Principal Financial Group's ORRF Position: Q2 2026 in Review

Principal Financial Group increased its Orrstown Financial Services (ORRF) stake by 7.9% in Q2 2026, buying an estimated $173K and bringing the position to 63,105 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Principal Financial Group first reported a position in ORRF in Q3 2024 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold ORRF as of Q2 2026.

  • Principal Financial Group held 63,105 shares of Orrstown Financial Services worth $2.58M as of Q2 2026.
  • Principal Financial Group bought 4,600 Orrstown Financial Services shares in Q2 2026, an estimated $173K.
  • Orrstown Financial Services made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1807 holding.
  • Principal Financial Group first reported a position in Orrstown Financial Services in Q3 2024 and has held it in 5 quarters since.
  • 162 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.