Valmark Advisers’s OR Royalties Inc OR Stock Holding History

Valmark Advisers’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 Q2	$276K	Buy	+8,738	New	+$323K	﹤0.01%	633

Other funds holding OR

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Valmark Advisers's OR Position: Q2 2026 in Review

Valmark Advisers opened a new position in OR Royalties Inc (OR) in Q2 2026: 8,738 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #633 among its holdings.

245 funds tracked by Wall St. Rank hold OR as of Q2 2026.

Valmark Advisers held 8,738 shares of OR Royalties Inc worth $276K as of Q2 2026.
OR Royalties Inc was a new Valmark Advisers position in Q2 2026.
OR Royalties Inc made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #633 holding.
245 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.