ABLE Financial Group
OBIO icon

ABLE Financial Group’s Orchestra BioMed OBIO Stock Holding History

ABLE Financial Group’s Portfolio OBIO Stock Details OBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$83.4K Hold
13,402
– – 0.01% 221
2026
Q2 		$57.8K Hold
13,402
– – 0.01% 221
2026
Q1 		$57K Hold
13,402
– – 0.01% 206
2025
Q4 		$55.6K Hold
13,402
– – 0.01% 210
2025
Q3 		$33.2K Hold
13,402
– – 0.01% 205
2025
Q2 		$35.9K Hold
13,402
– – 0.01% 204
2025
Q1 		$57.4K Hold
13,402
– – 0.02% 196
2024
Q4 		$53.6K Hold
13,402
– – 0.02% 192
2024
Q3 		$68.9K Buy
+13,402
New +$87.5K 0.02% 187

Other funds holding OBIO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Holos Integrated Wealth
Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

ABLE Financial Group's OBIO Position: Q3 2026 in Review

ABLE Financial Group held its Orchestra BioMed (OBIO) position steady in Q3 2026 at 13,402 shares worth $83.4K. The position accounts for 0.01% of the portfolio, ranked #221.

ABLE Financial Group first reported a position in OBIO in Q3 2024 and has held it in 9 quarters since. 38 funds tracked by Wall St. Rank hold OBIO as of Q3 2026.

  • ABLE Financial Group held 13,402 shares of Orchestra BioMed worth $83.4K as of Q3 2026.
  • ABLE Financial Group left its Orchestra BioMed share count unchanged in Q3 2026.
  • Orchestra BioMed made up 0.01% of ABLE Financial Group's portfolio in Q3 2026, its #221 holding.
  • ABLE Financial Group first reported a position in Orchestra BioMed in Q3 2024 and has held it in 9 quarters since.
  • 38 funds tracked by Wall St. Rank held Orchestra BioMed as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.