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Rosenthal Henry Capital Advisors’s Orrstown Financial Services ORRF Stock Holding History

Rosenthal Henry Capital Advisors’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 		$2M Hold
49,100
– – 1.75% 29
2026
Q1 		$1.77M Hold
49,100
– – 1.73% 28
2025
Q4 		$1.74M Hold
49,100
– – 1.61% 30
2025
Q3 		$1.67M Buy
+49,100
New +$1.67M 1.6% 30

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

Rosenthal Henry Capital Advisors's ORRF Position: Q2 2026 in Review

Rosenthal Henry Capital Advisors held its Orrstown Financial Services (ORRF) position steady in Q2 2026 at 49,100 shares worth $2M. The position accounts for 1.75% of the portfolio, ranked #29.

Rosenthal Henry Capital Advisors first reported a position in ORRF in Q3 2025 and has held it in 4 quarters since. 163 funds tracked by Wall St. Rank hold ORRF as of Q2 2026.

  • Rosenthal Henry Capital Advisors held 49,100 shares of Orrstown Financial Services worth $2M as of Q2 2026.
  • Rosenthal Henry Capital Advisors left its Orrstown Financial Services share count unchanged in Q2 2026.
  • Orrstown Financial Services made up 1.75% of Rosenthal Henry Capital Advisors's portfolio in Q2 2026, its #29 holding.
  • Rosenthal Henry Capital Advisors first reported a position in Orrstown Financial Services in Q3 2025 and has held it in 4 quarters since.
  • 163 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q2 2026.

Based on Rosenthal Henry Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.