13F-HR: Orrstown Financial Services Discloses Q2 2025 Investment Holdings Valued at $474.7 Million
Institutional Holdings Report
Orrstown Financial Services Inc. has filed its Form 13F-HR, revealing its institutional investment holdings for the quarter ended June 30, 2025, totaling $474,720,285 across 146 distinct positions.
Summary
- Orrstown Financial Services Inc. submitted its Form 13F-HR for the quarter ending June 30, 2025.
- The report details institutional investment holdings managed by the firm.
- The total value of these holdings is $474,720,285.
- The portfolio consists of 146 distinct security positions.
- Monica Balafoutas, SVP Wealth & Trust Investment Manager, signed the report on July 11, 2025.
Sentiment
Score: 5
Explanation: The document is a standard regulatory disclosure of investment holdings, providing factual data without inherent positive or negative sentiment regarding the filing entity's performance or outlook. It simply reports the portfolio composition.
Stakeholder Impact
- Provides transparency to investors and the public regarding the investment strategies and portfolio composition of Orrstown Financial Services Inc.
- Offers insights for other investment professionals and analysts into the holdings of a significant institutional manager.
Key Dates
| Date | Description |
|---|---|
| 06-30-2025 | End of calendar year or quarter for which the report is filed. |
| 07-11-2025 | Date the report was signed and submitted. |
Keywords
Orrstown Financial Services, 13F-HR, institutional holdings, investment management, portfolio disclosure, SEC filing, asset management, equities, ETFs
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