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RKL Wealth Management’s Orrstown Financial Services ORRF Stock Holding History

RKL Wealth Management’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 		$454K Buy
12,594
+68
+0.5% +$2.46K 0.04% 133
2025
Q4 		$444K Buy
12,526
+65
+0.5% +$2.27K 0.04% 138
2025
Q3 		$423K Buy
12,461
+69
+0.6% +$2.35K 0.04% 139
2025
Q2 		$394K Buy
12,392
+87
+0.7% +$2.57K 0.03% 139
2025
Q1 		$369K Sell
12,305
-37
-0.3% -$1.24K 0.03% 140
2024
Q4 		$452K Buy
12,342
+56
+0.5% +$2.13K 0.04% 129
2024
Q3 		$442K Buy
12,286
+2,281
+23% +$75.6K 0.04% 110
2024
Q2 		$274K Buy
10,005
+74
+0.7% +$1.92K 0.03% 122
2024
Q1 		$266K Sell
9,931
-26
-0.3% -$707 0.03% 127
2023
Q4 		$294K Buy
9,957
+279
+3% +$6.56K 0.03% 121
2023
Q3 		$203K Buy
+9,678
New +$211K 0.02% 128
2023
Q1 		– Sell
-9,768
Closed -$226K – 133
2022
Q4 		$226K Sell
9,768
-53
-0.5% -$1.35K 0.03% 123
2022
Q3 		$235K Hold
9,821
– – 0.03% 120
2022
Q2 		$237K Buy
9,821
+602
+7% +$14.4K 0.03% 123
2022
Q1 		$211K Buy
+9,219
New +$224K 0.03% 140

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

RKL Wealth Management's ORRF Position: Q1 2026 in Review

RKL Wealth Management increased its Orrstown Financial Services (ORRF) stake by 0.54% in Q1 2026, buying an estimated $2.46K and bringing the position to 12,594 shares worth $454K. The position accounts for 0.04% of the portfolio, ranked #133.

RKL Wealth Management first reported a position in ORRF in Q1 2022 and has held it in 15 quarters since. 157 funds tracked by Wall St. Rank hold ORRF as of Q1 2026.

  • RKL Wealth Management held 12,594 shares of Orrstown Financial Services worth $454K as of Q1 2026.
  • RKL Wealth Management bought 68 Orrstown Financial Services shares in Q1 2026, an estimated $2.46K.
  • Orrstown Financial Services made up 0.04% of RKL Wealth Management's portfolio in Q1 2026, its #133 holding.
  • RKL Wealth Management first reported a position in Orrstown Financial Services in Q1 2022 and has held it in 15 quarters since.
  • 157 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.