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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
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% +$2.35K 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 $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 $3.37T AUM 44.26% 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

RKL Wealth Management's ORRF Position: Q2 2026 in Review

RKL Wealth Management increased its Orrstown Financial Services (ORRF) stake by 0.57% in Q2 2026, buying an estimated $2.71K and bringing the position to 12,666 shares worth $517K. The position accounts for 0.04% of the portfolio, ranked #132.

RKL Wealth Management first reported a position in ORRF in Q1 2022 and has held it in 16 quarters since. 163 funds tracked by Wall St. Rank hold ORRF as of Q2 2026.

  • RKL Wealth Management held 12,666 shares of Orrstown Financial Services worth $517K as of Q2 2026.
  • RKL Wealth Management bought 72 Orrstown Financial Services shares in Q2 2026, an estimated $2.71K.
  • Orrstown Financial Services made up 0.04% of RKL Wealth Management's portfolio in Q2 2026, its #132 holding.
  • RKL Wealth Management first reported a position in Orrstown Financial Services in Q1 2022 and has held it in 16 quarters since.
  • 163 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.