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Steward Partners Investment Advisory’s OR Royalties Inc OR Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$74.7K Buy
2,360
+2
+0.1% +$74 ﹤0.01% 2743
2026
Q1 		$89.7K Hold
2,358
– – ﹤0.01% 2437
2025
Q4 		$83.5K Hold
2,358
– – ﹤0.01% 2395
2025
Q3 		$94.5K Sell
2,358
-266
-10% -$8.3K ﹤0.01% 2271
2025
Q2 		$67.5K Sell
2,624
-58
-2% -$1.4K ﹤0.01% 2318
2025
Q1 		$56.6K Buy
2,682
+1
+0% +$19 ﹤0.01% 2320
2024
Q4 		$48.5K Sell
2,681
-322
-11% -$6.26K ﹤0.01% 2353
2024
Q3 		$55.6K Buy
3,003
+9
+0.3% +$156 ﹤0.01% 2185
2024
Q2 		$46.6K Buy
2,994
+1
+0% +$16 ﹤0.01% 2143
2024
Q1 		$49.1K Buy
2,993
+54
+2% +$798 ﹤0.01% 2126
2023
Q4 		$42K Buy
2,939
+35
+1% +$459 ﹤0.01% 2072
2023
Q3 		$34.1K Hold
2,904
– – ﹤0.01% 2076
2023
Q2 		$44.6K Hold
2,904
– – ﹤0.01% 1933
2023
Q1 		$45.9K Sell
2,904
-465
-14% -$6.27K ﹤0.01% 1889
2022
Q4 		$40.7K Sell
3,369
-552
-14% -$6.39K ﹤0.01% 1924
2022
Q3 		$40K Hold
3,921
– – ﹤0.01% 1896
2022
Q2 		$40K Hold
3,921
– – ﹤0.01% 1913
2022
Q1 		$52K Sell
3,921
-5,201
-57% -$64.6K ﹤0.01% 1893
2021
Q4 		$112K Sell
9,122
-1,854
-17% -$22.6K ﹤0.01% 1548
2021
Q3 		$123K Buy
10,976
+413
+4% +$5.17K ﹤0.01% 1466
2021
Q2 		$145K Buy
10,563
+3,406
+48% +$45.5K ﹤0.01% 1813
2021
Q1 		$78.9K Buy
7,157
+575
+9% +$6.56K ﹤0.01% 1747
2020
Q4 		$83K Buy
6,582
+100
+2% +$1.17K ﹤0.01% 1441
2020
Q3 		$77K Buy
6,482
+1,482
+30% +$17.2K ﹤0.01% 1318
2020
Q2 		$50K Buy
5,000
+2,731
+120% +$25.2K ﹤0.01% 1414
2020
Q1 		$16K Buy
2,269
+955
+73% +$8.49K ﹤0.01% 1694
2019
Q4 		$12K Buy
1,314
+637
+94% +$5.81K ﹤0.01% 1956
2019
Q3 		$6K Buy
677
+77
+13% +$904 ﹤0.01% 2198
2019
Q2 		$6K Buy
+600
New +$6.38K ﹤0.01% 2166

Other funds holding OR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Steward Partners Investment Advisory's OR Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its OR Royalties Inc (OR) stake by 0.08% in Q2 2026, buying an estimated $74 and bringing the position to 2,360 shares worth $74.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2743.

Steward Partners Investment Advisory first reported a position in OR in Q2 2019 and has held it in 29 quarters since. The position peaked at $145K in Q2 2021. 245 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • Steward Partners Investment Advisory held 2,360 shares of OR Royalties Inc worth $74.7K as of Q2 2026.
  • Steward Partners Investment Advisory bought 2 OR Royalties Inc shares in Q2 2026, an estimated $74.
  • OR Royalties Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2743 holding.
  • Steward Partners Investment Advisory first reported a position in OR Royalties Inc in Q2 2019 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's OR Royalties Inc position peaked at $145K in Q2 2021.
  • 245 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.