Summit Financial’s Oriental Rise Holdings ORIS Stock Holding History

Summit Financial’s Portfolio ORIS Stock Details ORIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-173	Closed	-$2.63K	–	1335
2025 Q3	$2.63K	Buy	+173	New	+$3.37K	﹤0.01%	1238

Other funds holding ORIS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Summit Financial's ORIS Position: Q4 2025 in Review

Summit Financial sold out of Oriental Rise Holdings (ORIS) in Q4 2025, closing a stake of 173 shares — an estimated $2.63K sold.

Summit Financial first reported a position in ORIS in Q3 2025 and held it in 1 quarter. The position peaked at $2.63K in Q3 2025. 4 funds tracked by Wall St. Rank hold ORIS as of Q4 2025.

Summit Financial reported no remaining Oriental Rise Holdings position as of Q4 2025 after selling out during the quarter.
Summit Financial sold 173 Oriental Rise Holdings shares in Q4 2025, an estimated $2.63K.
Summit Financial first reported a position in Oriental Rise Holdings in Q3 2025 and held it in 1 quarter.
Summit Financial's Oriental Rise Holdings position peaked at $2.63K in Q3 2025.
4 funds tracked by Wall St. Rank held Oriental Rise Holdings as of Q4 2025.

Based on Summit Financial's 13F filing for Q4 2025, filed 13 Feb 2026.