CA
OEC icon

CSM Advisors’s Orion OEC Stock Holding History

CSM Advisors’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
2026
Q2 		$5.35M Buy
807,326
+90,752
+13% +$653K 0.11% 215
2026
Q1 		$4.66M Buy
716,574
+423,031
+144% +$2.5M 0.11% 207
2025
Q4 		$1.55M Sell
293,543
-246,418
-46% -$1.34M 0.04% 301
2025
Q3 		$4.09M Buy
539,961
+278,501
+107% +$2.81M 0.11% 209
2025
Q2 		$2.74M Buy
+261,460
New +$2.96M 0.08% 260

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CSM Advisors's OEC Position: Q2 2026 in Review

CSM Advisors increased its Orion (OEC) stake by 13% in Q2 2026, buying an estimated $653K and bringing the position to 807,326 shares worth $5.35M. The position accounts for 0.11% of the portfolio, ranked #215.

CSM Advisors first reported a position in OEC in Q2 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • CSM Advisors held 807,326 shares of Orion worth $5.35M as of Q2 2026.
  • CSM Advisors bought 90,752 Orion shares in Q2 2026, an estimated $653K.
  • Orion made up 0.11% of CSM Advisors's portfolio in Q2 2026, its #215 holding.
  • CSM Advisors first reported a position in Orion in Q2 2025 and has held it in 5 quarters since.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.