Beacon Pointe Advisors’s Obsidian Energy OBE Stock Holding History

Beacon Pointe Advisors’s Portfolio OBE Stock Details OBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$383K	Hold	40,483	–	–	﹤0.01%	1409
2025 Q4	$248K	Hold	40,483	–	–	﹤0.01%	1350
2025 Q3	$265K	Hold	40,483	–	–	﹤0.01%	1226
2025 Q2	$225K	Hold	40,483	–	–	﹤0.01%	1154
2025 Q1	$237K	Hold	40,483	–	–	﹤0.01%	1096
2024 Q4	$234K	Buy	40,483 +28	+0.1%	+$160	﹤0.01%	1098
2024 Q3	$224K	Hold	40,455	–	–	﹤0.01%	1120
2024 Q2	$303K	Sell	40,455 -28	-0.1%	-$220	﹤0.01%	1048
2024 Q1	$333K	Hold	40,483	–	–	﹤0.01%	1078
2023 Q4	$274K	Sell	40,483 -7	-0%	-$54	﹤0.01%	1106
2023 Q3	$333K	Buy	40,490 +28	+0.1%	+$196	﹤0.01%	1021
2023 Q2	$236K	Hold	40,462	–	–	﹤0.01%	963
2023 Q1	$259K	Hold	40,462	–	–	﹤0.01%	985
2022 Q4	$269K	Hold	40,462	–	–	0.01%	904
2022 Q3	$290K	Buy	40,462 +7	+0%	+$57	0.01%	808
2022 Q2	$313K	Hold	40,455	–	–	0.01%	804
2022 Q1	$358K	Buy	+40,455	New	+$321K	﹤0.01%	918
2020 Q2	–	Sell	-40,455	Closed	-$6K	–	408
2020 Q1	$6K	Buy	+40,455	New	+$23.1K	﹤0.01%	294

Other funds holding OBE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Beacon Pointe Advisors's OBE Position: Q1 2026 in Review

Beacon Pointe Advisors held its Obsidian Energy (OBE) position steady in Q1 2026 at 40,483 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Beacon Pointe Advisors first reported a position in OBE in Q1 2020 and has held it in 18 quarters since. 98 funds tracked by Wall St. Rank hold OBE as of Q1 2026.

Beacon Pointe Advisors held 40,483 shares of Obsidian Energy worth $383K as of Q1 2026.
Beacon Pointe Advisors left its Obsidian Energy share count unchanged in Q1 2026.
Obsidian Energy made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1409 holding.
Beacon Pointe Advisors first reported a position in Obsidian Energy in Q1 2020 and has held it in 18 quarters since.
98 funds tracked by Wall St. Rank held Obsidian Energy as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.