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 Q3	$1.9M	Sell	46,907 -16,198	-26%	-$680K	﹤0.01%	1874
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Principal Financial Group's ORRF Position: Q3 2026 in Review

Principal Financial Group reduced its Orrstown Financial Services (ORRF) stake by 26% in Q3 2026, selling an estimated $680K and leaving 46,907 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Principal Financial Group first reported a position in ORRF in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.58M in Q2 2026. 60 funds tracked by Wall St. Rank hold ORRF as of Q3 2026.

Principal Financial Group held 46,907 shares of Orrstown Financial Services worth $1.9M as of Q3 2026.
Principal Financial Group sold 16,198 Orrstown Financial Services shares in Q3 2026, an estimated $680K.
Orrstown Financial Services made up ﹤0.01% of Principal Financial Group's portfolio in Q3 2026, its #1874 holding.
Principal Financial Group first reported a position in Orrstown Financial Services in Q3 2024 and has held it in 6 quarters since.
Principal Financial Group's Orrstown Financial Services position peaked at $2.58M in Q2 2026.
60 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.