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Vista Investment Management’s Orrstown Financial Services ORRF Stock Holding History

Vista Investment Management’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 		$299K Hold
8,290
– – 0.1% 150
2025
Q4 		$294K Hold
8,290
– – 0.1% 148
2025
Q3 		$282K Sell
8,290
-154
-2% -$5.23K 0.1% 151
2025
Q2 		$269K Buy
8,444
+450
+6% +$13.3K 0.1% 150
2025
Q1 		$240K Buy
7,994
+444
+6% +$14.9K 0.09% 157
2024
Q4 		$276K Sell
7,550
-356
-5% -$13.5K 0.1% 153
2024
Q3 		$284K Sell
7,906
-223
-3% -$7.39K 0.11% 155
2024
Q2 		$222K Buy
8,129
+457
+6% +$11.9K 0.09% 162
2024
Q1 		$205K Sell
7,672
-95
-1% -$2.58K 0.08% 176
2023
Q4 		$229K Buy
+7,767
New +$183K 0.11% 157

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

Vista Investment Management's ORRF Position: Q1 2026 in Review

Vista Investment Management held its Orrstown Financial Services (ORRF) position steady in Q1 2026 at 8,290 shares worth $299K. The position accounts for 0.1% of the portfolio, ranked #150.

Vista Investment Management first reported a position in ORRF in Q4 2023 and has held it in 10 quarters since. 157 funds tracked by Wall St. Rank hold ORRF as of Q1 2026.

  • Vista Investment Management held 8,290 shares of Orrstown Financial Services worth $299K as of Q1 2026.
  • Vista Investment Management left its Orrstown Financial Services share count unchanged in Q1 2026.
  • Orrstown Financial Services made up 0.1% of Vista Investment Management's portfolio in Q1 2026, its #150 holding.
  • Vista Investment Management first reported a position in Orrstown Financial Services in Q4 2023 and has held it in 10 quarters since.
  • 157 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.