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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
Q2 		$28.1K Buy
4,235
+1,753
+71% +$12.6K ﹤0.01% 2928
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 $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's OEC Position: Q2 2026 in Review

Allworth Financial increased its Orion (OEC) stake by 71% in Q2 2026, buying an estimated $12.6K and bringing the position to 4,235 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2928.

Allworth Financial first reported a position in OEC in Q3 2022 and has held it in 16 quarters since. The position peaked at $34.4K in Q2 2024. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Allworth Financial held 4,235 shares of Orion worth $28.1K as of Q2 2026.
  • Allworth Financial bought 1,753 Orion shares in Q2 2026, an estimated $12.6K.
  • Orion made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2928 holding.
  • Allworth Financial first reported a position in Orion in Q3 2022 and has held it in 16 quarters since.
  • Allworth Financial's Orion position peaked at $34.4K in Q2 2024.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.