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 Q3	$247K	Buy	6,608 +8	+0.1%	+$332	0.02%	235
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 $6.79T AUM 37.06% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Shepherd Financial Partners's ORI Position: Q3 2026 in Review

Shepherd Financial Partners increased its Old Republic International (ORI) stake by 0.12% in Q3 2026, buying an estimated $332 and bringing the position to 6,608 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #235.

Shepherd Financial Partners first reported a position in ORI in Q3 2024 and has held it in 9 quarters since. The position peaked at $298K in Q4 2025. 526 funds tracked by Wall St. Rank hold ORI as of Q3 2026.

Shepherd Financial Partners held 6,608 shares of Old Republic International worth $247K as of Q3 2026.
Shepherd Financial Partners bought 8 Old Republic International shares in Q3 2026, an estimated $332.
Old Republic International made up 0.02% of Shepherd Financial Partners's portfolio in Q3 2026, its #235 holding.
Shepherd Financial Partners first reported a position in Old Republic International in Q3 2024 and has held it in 9 quarters since.
Shepherd Financial Partners's Old Republic International position peaked at $298K in Q4 2025.
526 funds tracked by Wall St. Rank held Old Republic International as of Q3 2026.

Based on Shepherd Financial Partners's 13F filing for Q3 2026, filed 3 Nov 2026.