UBS Group
ORRF icon

UBS Group’s Orrstown Financial Services ORRF Stock Holding History

UBS 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 		$2.22M Sell
61,630
-40,699
-40% -$1.47M ﹤0.01% 4877
2025
Q4 		$3.62M Buy
102,329
+50,979
+99% +$1.78M ﹤0.01% 4348
2025
Q3 		$1.74M Buy
51,350
+15,864
+45% +$539K ﹤0.01% 5084
2025
Q2 		$1.13M Buy
35,486
+11,842
+50% +$350K ﹤0.01% 5343
2025
Q1 		$710K Sell
23,644
-697
-3% -$23.3K ﹤0.01% 5574
2024
Q4 		$891K Buy
24,341
+10,876
+81% +$413K ﹤0.01% 5392
2024
Q3 		$484K Buy
13,465
+3,332
+33% +$110K ﹤0.01% 5248
2024
Q2 		$277K Sell
10,133
-116
-1% -$3.01K ﹤0.01% 5435
2024
Q1 		$274K Sell
10,249
-705
-6% -$19.2K ﹤0.01% 5638
2023
Q4 		$323K Buy
10,954
+5,256
+92% +$124K ﹤0.01% 5444
2023
Q3 		$120K Sell
5,698
-168
-3% -$3.66K ﹤0.01% 5713
2023
Q2 		$112K Buy
5,866
+2,544
+77% +$47.3K ﹤0.01% 5911
2023
Q1 		$66K Buy
3,322
+480
+17% +$10.9K ﹤0.01% 6238
2022
Q4 		$65.8K Buy
+2,842
New +$72.7K ﹤0.01% 6505
2022
Q3 		– Sell
-922
Closed -$22K – 10760
2022
Q2 		$22K Sell
922
-2,316
-72% -$55.4K ﹤0.01% 6769
2022
Q1 		$75K Sell
3,238
-890
-22% -$21.6K ﹤0.01% 6115
2021
Q4 		$104K Buy
4,128
+3,449
+508% +$83.4K ﹤0.01% 6284
2021
Q3 		$16K Sell
679
-560
-45% -$13K ﹤0.01% 7423
2021
Q2 		$29K Sell
1,239
-2,738
-69% -$66.1K ﹤0.01% 6980
2021
Q1 		$88K Buy
3,977
+2,229
+128% +$44.3K ﹤0.01% 6066
2020
Q4 		$29K Buy
+1,748
New +$27K ﹤0.01% 6663
2020
Q3 		– Sell
-4,403
Closed -$65K – 8293
2020
Q2 		$65K Sell
4,403
-1,505
-25% -$20.1K ﹤0.01% 5654
2020
Q1 		$81K Sell
5,908
-7,253
-55% -$139K ﹤0.01% 5459
2019
Q4 		$298K Buy
13,161
+3,951
+43% +$87K ﹤0.01% 5297
2019
Q3 		$202K Buy
9,210
+5,831
+173% +$127K ﹤0.01% 5247
2019
Q2 		$74K Buy
3,379
+2,080
+160% +$42.9K ﹤0.01% 5602
2019
Q1 		$24K Sell
1,299
-2,242
-63% -$43.9K ﹤0.01% 6148
2018
Q4 		$64K Buy
3,541
+678
+24% +$14.4K ﹤0.01% 5897
2018
Q3 		$68K Buy
2,863
+1,384
+94% +$35.3K ﹤0.01% 5921
2018
Q2 		$38K Buy
1,479
+1,289
+678% +$33.2K ﹤0.01% 6215
2018
Q1 		$5K Sell
190
-707
-79% -$17.6K ﹤0.01% 7238
2017
Q4 		$23K Sell
897
-1,138
-56% -$28.8K ﹤0.01% 6450
2017
Q3 		$51K Buy
+2,035
New +$49.2K ﹤0.01% 5781
2017
Q2 		– Sell
-208
Closed -$5K – 7888
2017
Q1 		$5K Sell
208
-1,531
-88% -$33.8K ﹤0.01% 6988
2016
Q4 		$39K Buy
1,739
+544
+46% +$11.4K ﹤0.01% 6022
2016
Q3 		$24K Buy
1,195
+205
+21% +$4.11K ﹤0.01% 6154
2016
Q2 		$18K Sell
990
-11,010
-92% -$203K ﹤0.01% 6385
2016
Q1 		$208K Buy
12,000
+10,659
+795% +$185K ﹤0.01% 4464
2015
Q4 		$24K Buy
1,341
+290
+28% +$5.11K ﹤0.01% 6560
2015
Q3 		$18K Buy
+1,051
New +$17.6K ﹤0.01% 6809
2015
Q2 		– Sell
-248
Closed -$4K – 8739
2015
Q1 		$4K Buy
+248
New +$4.2K ﹤0.01% 8226

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

UBS Group's ORRF Position: Q1 2026 in Review

UBS Group reduced its Orrstown Financial Services (ORRF) stake by 40% in Q1 2026, selling an estimated $1.47M and leaving 61,630 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #4877.

UBS Group first reported a position in ORRF in Q1 2015 and has held it in 41 quarters since. The position peaked at $3.62M in Q4 2025. 157 funds tracked by Wall St. Rank hold ORRF as of Q1 2026.

  • UBS Group held 61,630 shares of Orrstown Financial Services worth $2.22M as of Q1 2026.
  • UBS Group sold 40,699 Orrstown Financial Services shares in Q1 2026, an estimated $1.47M.
  • Orrstown Financial Services made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4877 holding.
  • UBS Group first reported a position in Orrstown Financial Services in Q1 2015 and has held it in 41 quarters since.
  • UBS Group's Orrstown Financial Services position peaked at $3.62M in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.