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COMPASS FINANCIAL MANAGEMENT LLC’s Orion Energy Systems OESX Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio OESX Stock Details OESX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.13K Buy
+268
New +$2.56K ﹤0.01% 1262

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
AIM
Axiom Investment Management New York $150M AUM

COMPASS FINANCIAL MANAGEMENT LLC's OESX Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Orion Energy Systems (OESX) in Q2 2026: 268 shares worth $3.13K. The stake represents ﹤0.01% of the portfolio and ranks #1262 among its holdings.

17 funds tracked by Wall St. Rank hold OESX as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 268 shares of Orion Energy Systems worth $3.13K as of Q2 2026.
  • Orion Energy Systems was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Orion Energy Systems made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1262 holding.
  • 17 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.