Compass Financial Management
ONL icon

Compass Financial Management’s Orion Office REIT ONL Stock Holding History

Compass Financial Management’s Portfolio ONL Stock Details ONL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$36 Hold
14
– – ﹤0.01% 1712
2026
Q2 		$41 Buy
+14
New +$38 ﹤0.01% 1528

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Renaissance Technologies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
RBF Capital
RBF Capital San Francisco, California $2.3B AUM 22.6% 1-Year Est. Return
State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Compass Financial Management's ONL Position: Q3 2026 in Review

Compass Financial Management held its Orion Office REIT (ONL) position steady in Q3 2026 at 14 shares worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Compass Financial Management first reported a position in ONL in Q2 2026 and has held it in 2 quarters since. The position peaked at $41 in Q2 2026. 152 funds tracked by Wall St. Rank hold ONL as of Q3 2026.

  • Compass Financial Management held 14 shares of Orion Office REIT worth $36 as of Q3 2026.
  • Compass Financial Management left its Orion Office REIT share count unchanged in Q3 2026.
  • Orion Office REIT made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1712 holding.
  • Compass Financial Management first reported a position in Orion Office REIT in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Orion Office REIT position peaked at $41 in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Orion Office REIT as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.