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Root Financial Partners’s Orrstown Financial Services ORRF Stock Holding History

Root Financial Partners’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 		– Sell
-58
Closed -$2.09K – 2321
2026
Q1 		$2.09K Buy
58
+43
+287% +$1.56K ﹤0.01% 2296
2025
Q4 		$531 Hold
15
– – ﹤0.01% 2200
2025
Q3 		$510 Buy
+15
New +$510 ﹤0.01% 2150

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State Street
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Charles Schwab
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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

Root Financial Partners's ORRF Position: Q2 2026 in Review

Root Financial Partners sold out of Orrstown Financial Services (ORRF) in Q2 2026, closing a stake of 58 shares — an estimated $2.09K sold.

Root Financial Partners first reported a position in ORRF in Q3 2025 and held it in 3 quarters. The position peaked at $2.09K in Q1 2026. 162 funds tracked by Wall St. Rank hold ORRF as of Q2 2026.

  • Root Financial Partners reported no remaining Orrstown Financial Services position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 58 Orrstown Financial Services shares in Q2 2026, an estimated $2.09K.
  • Root Financial Partners first reported a position in Orrstown Financial Services in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Orrstown Financial Services position peaked at $2.09K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.