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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
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

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

Root Financial Partners's ORRF Position: Q1 2026 in Review

Root Financial Partners increased its Orrstown Financial Services (ORRF) stake by 287% in Q1 2026, buying an estimated $1.56K and bringing the position to 58 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

Root Financial Partners first reported a position in ORRF in Q3 2025 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold ORRF as of Q1 2026.

  • Root Financial Partners held 58 shares of Orrstown Financial Services worth $2.09K as of Q1 2026.
  • Root Financial Partners bought 43 Orrstown Financial Services shares in Q1 2026, an estimated $1.56K.
  • Orrstown Financial Services made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2296 holding.
  • Root Financial Partners first reported a position in Orrstown Financial Services in Q3 2025 and has held it in 3 quarters since.
  • 157 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.