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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
Q2 		$316K Sell
7,740
-550
-7% -$20.7K 0.1% 152
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 $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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

Vista Investment Management's ORRF Position: Q2 2026 in Review

Vista Investment Management reduced its Orrstown Financial Services (ORRF) stake by 6.6% in Q2 2026, selling an estimated $20.7K and leaving 7,740 shares worth $316K. The position accounts for 0.1% of the portfolio, ranked #152.

Vista Investment Management first reported a position in ORRF in Q4 2023 and has held it in 11 quarters since. 162 funds tracked by Wall St. Rank hold ORRF as of Q2 2026.

  • Vista Investment Management held 7,740 shares of Orrstown Financial Services worth $316K as of Q2 2026.
  • Vista Investment Management sold 550 Orrstown Financial Services shares in Q2 2026, an estimated $20.7K.
  • Orrstown Financial Services made up 0.1% of Vista Investment Management's portfolio in Q2 2026, its #152 holding.
  • Vista Investment Management first reported a position in Orrstown Financial Services in Q4 2023 and has held it in 11 quarters since.
  • 162 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.