Y-Intercept (HK)’s Orrstown Financial Services ORRF Stock Holding History

Y-Intercept (HK)’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	$1.27M	Sell	31,116 -22,761	-42%	-$858K	0.03%	938
2026 Q1	$1.94M	Buy	53,877 +18,703	+53%	+$678K	0.04%	730
2025 Q4	$1.25M	Buy	35,174 +17,699	+101%	+$618K	0.03%	873
2025 Q3	$594K	Buy	+17,475	New	+$594K	0.01%	1201
2025 Q2	–	Sell	-21,084	Closed	-$633K	–	1914
2025 Q1	$633K	Buy	+21,084	New	+$706K	0.04%	599
2024 Q4	–	Sell	-6,319	Closed	-$227K	–	1526
2024 Q3	$227K	Buy	+6,319	New	+$209K	0.01%	1118

Other funds holding ORRF

JWWM

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

SFA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Y-Intercept (HK)'s ORRF Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Orrstown Financial Services (ORRF) stake by 42% in Q2 2026, selling an estimated $858K and leaving 31,116 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #938.

Y-Intercept (HK) first reported a position in ORRF in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.94M in Q1 2026. 9 funds tracked by Wall St. Rank hold ORRF as of Q2 2026.

Y-Intercept (HK) held 31,116 shares of Orrstown Financial Services worth $1.27M as of Q2 2026.
Y-Intercept (HK) sold 22,761 Orrstown Financial Services shares in Q2 2026, an estimated $858K.
Orrstown Financial Services made up 0.03% of Y-Intercept (HK)'s portfolio in Q2 2026, its #938 holding.
Y-Intercept (HK) first reported a position in Orrstown Financial Services in Q3 2024 and has held it in 6 quarters since.
Y-Intercept (HK)'s Orrstown Financial Services position peaked at $1.94M in Q1 2026.
9 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.