SWA
OR icon

Sax Wealth Advisors’s OR Royalties Inc OR Stock Holding History

Sax Wealth Advisors’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$287K Buy
+8,353
New +$278K 0.01% 592

Other funds holding OR

EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sax Wealth Advisors's OR Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in OR Royalties Inc (OR) in Q3 2026: 8,353 shares worth $287K. The stake represents 0.01% of the portfolio and ranks #592 among its holdings.

13 funds tracked by Wall St. Rank hold OR as of Q3 2026.

  • Sax Wealth Advisors held 8,353 shares of OR Royalties Inc worth $287K as of Q3 2026.
  • OR Royalties Inc was a new Sax Wealth Advisors position in Q3 2026.
  • OR Royalties Inc made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #592 holding.
  • 13 funds tracked by Wall St. Rank held OR Royalties Inc as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.