Rockefeller Capital Management
ORRF icon

Rockefeller Capital Management’s Orrstown Financial Services ORRF Stock Holding History

Rockefeller Capital 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 		$67.7K Buy
1,877
+1,500
+398% +$54.4K ﹤0.01% 3098
2025
Q4 		$13.4K Buy
+377
New +$13.2K ﹤0.01% 3679

Other funds holding ORRF

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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

Rockefeller Capital Management's ORRF Position: Q1 2026 in Review

Rockefeller Capital Management increased its Orrstown Financial Services (ORRF) stake by 398% in Q1 2026, buying an estimated $54.4K and bringing the position to 1,877 shares worth $67.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3098.

Rockefeller Capital Management first reported a position in ORRF in Q4 2025 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold ORRF as of Q1 2026.

  • Rockefeller Capital Management held 1,877 shares of Orrstown Financial Services worth $67.7K as of Q1 2026.
  • Rockefeller Capital Management bought 1,500 Orrstown Financial Services shares in Q1 2026, an estimated $54.4K.
  • Orrstown Financial Services made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3098 holding.
  • Rockefeller Capital Management first reported a position in Orrstown Financial Services in Q4 2025 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.