Root Financial Partners
ORRF icon

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
Q3 		$2.68K Buy
+66
New +$2.77K ﹤0.01% 2500
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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Vanguard Capital Management
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American Century Companies
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
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Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Root Financial Partners's ORRF Position: Q3 2026 in Review

Root Financial Partners opened a new position in Orrstown Financial Services (ORRF) in Q3 2026: 66 shares worth $2.68K. The stake represents ﹤0.01% of the portfolio and ranks #2500 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ORRF as recently as Q1 2026.

Root Financial Partners first reported a position in ORRF in Q3 2025 and has held it in 4 quarters since. 120 funds tracked by Wall St. Rank hold ORRF as of Q3 2026.

  • Root Financial Partners held 66 shares of Orrstown Financial Services worth $2.68K as of Q3 2026.
  • Orrstown Financial Services was a new Root Financial Partners position in Q3 2026.
  • Orrstown Financial Services made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2500 holding.
  • Root Financial Partners first reported a position in Orrstown Financial Services in Q3 2025 and has held it in 4 quarters since.
  • 120 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.