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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Principal Financial Group's ORRF Position: Q1 2026 in Review

Principal Financial Group opened a new position in Orrstown Financial Services (ORRF) in Q1 2026: 58,505 shares worth $2.11M. The stake represents ﹤0.01% of the portfolio and ranks #1816 among its holdings. This is a return to the name: Principal Financial Group previously reported a position in ORRF as recently as Q1 2025.

Principal Financial Group first reported a position in ORRF in Q3 2024 and has held it in 4 quarters since. 157 funds tracked by Wall St. Rank hold ORRF as of Q1 2026.

  • Principal Financial Group held 58,505 shares of Orrstown Financial Services worth $2.11M as of Q1 2026.
  • Orrstown Financial Services was a new Principal Financial Group position in Q1 2026.
  • Orrstown Financial Services made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1816 holding.
  • Principal Financial Group first reported a position in Orrstown Financial Services in Q3 2024 and has held it in 4 quarters since.
  • 157 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.