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Sound Income Strategies’s Old Republic International ORI Stock Holding History

Sound Income Strategies’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
Q1 		– Sell
-316
Closed -$13.6K – 2682
2025
Q4 		$13.6K Buy
316
+217
+219% +$9.42K ﹤0.01% 1309
2025
Q3 		$4.26K Buy
+99
New +$3.82K ﹤0.01% 1208
2025
Q2 		– Sell
-54
Closed -$2.12K – 1674
2025
Q1 		$2.12K Buy
+54
New +$1.98K ﹤0.01% 1218
2024
Q3 		– Sell
-93
Closed -$2.87K – 1467
2024
Q2 		$2.87K Buy
+93
New +$2.85K ﹤0.01% 1048
2024
Q1 		– Sell
-3,198
Closed -$94K – 1419
2023
Q4 		$94K Buy
+3,198
New +$90K 0.01% 294

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sound Income Strategies's ORI Position: Q1 2026 in Review

Sound Income Strategies sold out of Old Republic International (ORI) in Q1 2026, closing a stake of 316 shares — an estimated $13.6K sold.

Sound Income Strategies first reported a position in ORI in Q4 2023 and held it in 5 quarters. The position peaked at $94K in Q4 2023. 660 funds tracked by Wall St. Rank hold ORI as of Q1 2026.

  • Sound Income Strategies reported no remaining Old Republic International position as of Q1 2026 after selling out during the quarter.
  • Sound Income Strategies sold 316 Old Republic International shares in Q1 2026, an estimated $13.6K.
  • Sound Income Strategies first reported a position in Old Republic International in Q4 2023 and held it in 5 quarters.
  • Sound Income Strategies's Old Republic International position peaked at $94K in Q4 2023.
  • 660 funds tracked by Wall St. Rank held Old Republic International as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.