STA
ORRF icon

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
Q1 		$694K Buy
+19,240
New +$697K 0.01% 1061

Other funds holding ORRF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Summit Trail Advisors's ORRF Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in Orrstown Financial Services (ORRF) in Q1 2026: 19,240 shares worth $694K. The stake represents 0.01% of the portfolio and ranks #1061 among its holdings.

157 funds tracked by Wall St. Rank hold ORRF as of Q1 2026.

  • Summit Trail Advisors held 19,240 shares of Orrstown Financial Services worth $694K as of Q1 2026.
  • Orrstown Financial Services was a new Summit Trail Advisors position in Q1 2026.
  • Orrstown Financial Services made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1061 holding.
  • 157 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.