Ameritas Advisory Services’s Orion OEC Stock Holding History

Ameritas Advisory Services’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
2025 Q3	–	Sell	-57	Closed	-$598	–	2668
2025 Q2	$598	Buy	+57	New	+$645	﹤0.01%	2683

Other funds holding OEC

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameritas Advisory Services's OEC Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Orion (OEC) in Q3 2025, closing a stake of 57 shares — an estimated $598 sold.

Ameritas Advisory Services first reported a position in OEC in Q2 2025 and held it in 1 quarter. The position peaked at $598 in Q2 2025. 177 funds tracked by Wall St. Rank hold OEC as of Q3 2025.

Ameritas Advisory Services reported no remaining Orion position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 57 Orion shares in Q3 2025, an estimated $598.
Ameritas Advisory Services first reported a position in Orion in Q2 2025 and held it in 1 quarter.
Ameritas Advisory Services's Orion position peaked at $598 in Q2 2025.
177 funds tracked by Wall St. Rank held Orion as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.