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Allworth Financial’s Orion OEC Stock Holding History

Allworth Financial’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.1K Buy
2,482
+1,919
+341% +$11.4K ﹤0.01% 3150
2025
Q4 		$2.97K Buy
563
+196
+53% +$1.06K ﹤0.01% 3967
2025
Q3 		$2.78K Buy
367
+352
+2,347% +$3.56K ﹤0.01% 3853
2025
Q2 		$158 Sell
15
-248
-94% -$2.8K ﹤0.01% 4346
2025
Q1 		$3.21K Sell
263
-1,245
-83% -$17.6K ﹤0.01% 3011
2024
Q4 		$22.5K Hold
1,508
– – ﹤0.01% 2018
2024
Q3 		$26.9K Hold
1,508
– – ﹤0.01% 1729
2024
Q2 		$34.4K Buy
1,508
+705
+88% +$17K ﹤0.01% 1555
2024
Q1 		$18.9K Sell
803
-59
-7% -$1.36K ﹤0.01% 1804
2023
Q4 		$23.9K Buy
862
+59
+7% +$1.35K ﹤0.01% 1543
2023
Q3 		$17.1K Hold
803
– – ﹤0.01% 1623
2023
Q2 		$17K Hold
803
– – ﹤0.01% 1636
2023
Q1 		$21K Hold
803
– – ﹤0.01% 1424
2022
Q4 		$14.3K Hold
803
– – ﹤0.01% 1545
2022
Q3 		$11K Buy
+803
New +$13.1K ﹤0.01% 1627

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial's OEC Position: Q1 2026 in Review

Allworth Financial increased its Orion (OEC) stake by 341% in Q1 2026, buying an estimated $11.4K and bringing the position to 2,482 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3150.

Allworth Financial first reported a position in OEC in Q3 2022 and has held it in 15 quarters since. The position peaked at $34.4K in Q2 2024. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Allworth Financial held 2,482 shares of Orion worth $16.1K as of Q1 2026.
  • Allworth Financial bought 1,919 Orion shares in Q1 2026, an estimated $11.4K.
  • Orion made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3150 holding.
  • Allworth Financial first reported a position in Orion in Q3 2022 and has held it in 15 quarters since.
  • Allworth Financial's Orion position peaked at $34.4K in Q2 2024.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.