Planning Strategies Inc.’s Orrstown Financial Services ORRF Stock Holding History

Planning Strategies Inc.’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	$21K	Buy	+515	New	+$19.4K	0.01%	241

Other funds holding ORRF

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return

Planning Strategies Inc.'s ORRF Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Orrstown Financial Services (ORRF) in Q2 2026: 515 shares worth $21K. The stake represents 0.01% of the portfolio and ranks #241 among its holdings.

30 funds tracked by Wall St. Rank hold ORRF as of Q2 2026.

Planning Strategies Inc. held 515 shares of Orrstown Financial Services worth $21K as of Q2 2026.
Orrstown Financial Services was a new Planning Strategies Inc. position in Q2 2026.
Orrstown Financial Services made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #241 holding.
30 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.