SS
OR icon

Sunbelt Securities’s OR Royalties Inc OR Stock Holding History

Sunbelt Securities’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
Q1 		$6.46K Hold
170
– – ﹤0.01% 1604
2025
Q4 		$6.02K Hold
170
– – ﹤0.01% 1575
2025
Q3 		$6.81K Buy
+170
New +$5.3K ﹤0.01% 1544

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Sunbelt Securities's OR Position: Q1 2026 in Review

Sunbelt Securities held its OR Royalties Inc (OR) position steady in Q1 2026 at 170 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

Sunbelt Securities first reported a position in OR in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.81K in Q3 2025. 252 funds tracked by Wall St. Rank hold OR as of Q1 2026.

  • Sunbelt Securities held 170 shares of OR Royalties Inc worth $6.46K as of Q1 2026.
  • Sunbelt Securities left its OR Royalties Inc share count unchanged in Q1 2026.
  • OR Royalties Inc made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1604 holding.
  • Sunbelt Securities first reported a position in OR Royalties Inc in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's OR Royalties Inc position peaked at $6.81K in Q3 2025.
  • 252 funds tracked by Wall St. Rank held OR Royalties Inc as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.