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Summit Trail Advisors’s Orrstown Financial Services ORRF Stock Holding History

Summit Trail Advisors’s Portfolio ORRF Stock Details ORRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$778K Sell
19,057
-183
-1% -$6.9K 0.01% 1079
2026
Q1 		$694K Buy
+19,240
New +$697K 0.01% 1061

Other funds holding ORRF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

Summit Trail Advisors's ORRF Position: Q2 2026 in Review

Summit Trail Advisors reduced its Orrstown Financial Services (ORRF) stake by 0.95% in Q2 2026, selling an estimated $6.9K and leaving 19,057 shares worth $778K. The position accounts for 0.01% of the portfolio, ranked #1079.

Summit Trail Advisors first reported a position in ORRF in Q1 2026 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold ORRF as of Q2 2026.

  • Summit Trail Advisors held 19,057 shares of Orrstown Financial Services worth $778K as of Q2 2026.
  • Summit Trail Advisors sold 183 Orrstown Financial Services shares in Q2 2026, an estimated $6.9K.
  • Orrstown Financial Services made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1079 holding.
  • Summit Trail Advisors first reported a position in Orrstown Financial Services in Q1 2026 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.