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Waypoint Wealth Counsel’s Old Republic International ORI Stock Holding History

Waypoint Wealth Counsel’s Portfolio ORI Stock Details ORI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,464
Closed -$258K – 212
2026
Q1 		$258K Sell
6,464
-1,938
-23% -$79.7K 0.13% 173
2025
Q4 		$383K Buy
8,402
+265
+3% +$11.5K 0.14% 141
2025
Q3 		$346K Buy
+8,137
New +$314K 0.14% 148

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Waypoint Wealth Counsel's ORI Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Old Republic International (ORI) in Q2 2026, closing a stake of 6,464 shares — an estimated $258K sold.

Waypoint Wealth Counsel first reported a position in ORI in Q3 2025 and held it in 3 quarters. The position peaked at $383K in Q4 2025. 652 funds tracked by Wall St. Rank hold ORI as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining Old Republic International position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 6,464 Old Republic International shares in Q2 2026, an estimated $258K.
  • Waypoint Wealth Counsel first reported a position in Old Republic International in Q3 2025 and held it in 3 quarters.
  • Waypoint Wealth Counsel's Old Republic International position peaked at $383K in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Old Republic International as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.