True Wealth Design’s Orrstown Financial Services ORRF Stock Holding History

True Wealth Design’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	$1.59K	Buy	39 +5	+15%	+$188	﹤0.01%	1791
2026 Q1	$1.23K	Sell	34 -2	-6%	-$72	﹤0.01%	1729
2025 Q4	$1.28K	Sell	36 -8	-18%	-$279	﹤0.01%	1616
2025 Q3	$1.5K	Buy	44 +10	+29%	+$340	﹤0.01%	1589
2025 Q2	$1.08K	Buy	+34	New	+$1.01K	﹤0.01%	1433
2025 Q1	–	Sell	-51	Closed	-$1.87K	–	2676
2024 Q4	$1.87K	Hold	51	–	–	﹤0.01%	757
2024 Q3	$1.83K	Buy	+51	New	+$1.69K	﹤0.01%	818

Other funds holding ORRF

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's ORRF Position: Q2 2026 in Review

True Wealth Design increased its Orrstown Financial Services (ORRF) stake by 15% in Q2 2026, buying an estimated $188 and bringing the position to 39 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

True Wealth Design first reported a position in ORRF in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.87K in Q4 2024. 9 funds tracked by Wall St. Rank hold ORRF as of Q2 2026.

True Wealth Design held 39 shares of Orrstown Financial Services worth $1.59K as of Q2 2026.
True Wealth Design bought 5 Orrstown Financial Services shares in Q2 2026, an estimated $188.
Orrstown Financial Services made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1791 holding.
True Wealth Design first reported a position in Orrstown Financial Services in Q3 2024 and has held it in 7 quarters since.
True Wealth Design's Orrstown Financial Services position peaked at $1.87K in Q4 2024.
9 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.