Compass Financial Management’s Orion Energy Systems OESX Stock Holding History

Compass Financial Management’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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Compass Financial Management's OESX Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management held 268 shares of Orion Energy Systems worth $3.13K as of Q2 2026.
Orion Energy Systems was a new Compass Financial Management position in Q2 2026.
Orion Energy Systems made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1262 holding.
34 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.