Shepherd Financial Partners’s Old Republic International ORI Stock Holding History

Shepherd Financial Partners’s Portfolio ORI Stock Details ORI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$270K	Buy	6,600 +8	+0.1%	+$317	0.02%	220
2026 Q1	$263K	Buy	6,592 +62	+0.9%	+$2.55K	0.03%	212
2025 Q4	$298K	Buy	6,530 +6	+0.1%	+$260	0.03%	204
2025 Q3	$277K	Buy	6,524 +6	+0.1%	+$231	0.03%	208
2025 Q2	$251K	Buy	6,518 +7	+0.1%	+$263	0.03%	218
2025 Q1	$255K	Buy	6,511 +56	+0.9%	+$2.05K	0.03%	208
2024 Q4	$234K	Buy	6,455 +6	+0.1%	+$219	0.03%	203
2024 Q3	$228K	Buy	+6,449	New	+$218K	0.03%	206

Other funds holding ORI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Shepherd Financial Partners's ORI Position: Q2 2026 in Review

Shepherd Financial Partners increased its Old Republic International (ORI) stake by 0.12% in Q2 2026, buying an estimated $317 and bringing the position to 6,600 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #220.

Shepherd Financial Partners first reported a position in ORI in Q3 2024 and has held it in 8 quarters since. The position peaked at $298K in Q4 2025. 654 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

Shepherd Financial Partners held 6,600 shares of Old Republic International worth $270K as of Q2 2026.
Shepherd Financial Partners bought 8 Old Republic International shares in Q2 2026, an estimated $317.
Old Republic International made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #220 holding.
Shepherd Financial Partners first reported a position in Old Republic International in Q3 2024 and has held it in 8 quarters since.
Shepherd Financial Partners's Old Republic International position peaked at $298K in Q4 2025.
654 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.