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Turning Point Benefit Group’s Orrstown Financial Services ORRF Stock Holding History

Turning Point Benefit Group’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 		– Sell
-2
Closed -$70 – 578
2025
Q4 		$70 Sell
2
-34
-94% -$1.19K ﹤0.01% 820
2025
Q3 		$1.21K Buy
+36
New +$1.22K ﹤0.01% 373

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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Turning Point Benefit Group's ORRF Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Orrstown Financial Services (ORRF) in Q1 2026, closing a stake of 2 shares — an estimated $70 sold.

Turning Point Benefit Group first reported a position in ORRF in Q3 2025 and held it in 2 quarters. The position peaked at $1.21K in Q3 2025. 157 funds tracked by Wall St. Rank hold ORRF as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Orrstown Financial Services position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 2 Orrstown Financial Services shares in Q1 2026, an estimated $70.
  • Turning Point Benefit Group first reported a position in Orrstown Financial Services in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Orrstown Financial Services position peaked at $1.21K in Q3 2025.
  • 157 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.