RKL Wealth Management
ORRF icon

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
Q3 		$516K Buy
12,727
+61
+0.5% +$2.56K 0.04% 136
2026
Q2 		$517K Buy
12,666
+72
+0.6% +$2.71K 0.04% 132
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% +$2.34K 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% -$1.36K 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

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beese Fulmer Investment Management
Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farmers & Merchants Trust Co of Chambersburg PA
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

RKL Wealth Management's ORRF Position: Q3 2026 in Review

RKL Wealth Management increased its Orrstown Financial Services (ORRF) stake by 0.48% in Q3 2026, buying an estimated $2.56K and bringing the position to 12,727 shares worth $516K. The position accounts for 0.04% of the portfolio, ranked #136.

RKL Wealth Management first reported a position in ORRF in Q1 2022 and has held it in 17 quarters since. The position peaked at $517K in Q2 2026. 23 funds tracked by Wall St. Rank hold ORRF as of Q3 2026.

  • RKL Wealth Management held 12,727 shares of Orrstown Financial Services worth $516K as of Q3 2026.
  • RKL Wealth Management bought 61 Orrstown Financial Services shares in Q3 2026, an estimated $2.56K.
  • Orrstown Financial Services made up 0.04% of RKL Wealth Management's portfolio in Q3 2026, its #136 holding.
  • RKL Wealth Management first reported a position in Orrstown Financial Services in Q1 2022 and has held it in 17 quarters since.
  • RKL Wealth Management's Orrstown Financial Services position peaked at $517K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.