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Briaud Financial Planning’s Orion OEC Stock Holding History

Briaud Financial Planning’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
-282
Closed -$2K – 245
2025
Q2 		$2K Hold
282
– – ﹤0.01% 323
2025
Q1 		$3K Hold
282
– – ﹤0.01% 178
2024
Q4 		$4K Buy
+282
New +$4.76K ﹤0.01% 168

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Briaud Financial Planning's OEC Position: Q3 2025 in Review

Briaud Financial Planning sold out of Orion (OEC) in Q3 2025, closing a stake of 282 shares — an estimated $2K sold.

Briaud Financial Planning first reported a position in OEC in Q4 2024 and held it in 3 quarters. The position peaked at $4K in Q4 2024. 177 funds tracked by Wall St. Rank hold OEC as of Q3 2025.

  • Briaud Financial Planning reported no remaining Orion position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 282 Orion shares in Q3 2025, an estimated $2K.
  • Briaud Financial Planning first reported a position in Orion in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's Orion position peaked at $4K in Q4 2024.
  • 177 funds tracked by Wall St. Rank held Orion as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.