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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
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 $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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSM Advisors's OEC Position: Q1 2026 in Review

CSM Advisors increased its Orion (OEC) stake by 144% in Q1 2026, buying an estimated $2.5M and bringing the position to 716,574 shares worth $4.66M. The position accounts for 0.11% of the portfolio, ranked #207.

CSM Advisors first reported a position in OEC in Q2 2025 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • CSM Advisors held 716,574 shares of Orion worth $4.66M as of Q1 2026.
  • CSM Advisors bought 423,031 Orion shares in Q1 2026, an estimated $2.5M.
  • Orion made up 0.11% of CSM Advisors's portfolio in Q1 2026, its #207 holding.
  • CSM Advisors first reported a position in Orion in Q2 2025 and has held it in 4 quarters since.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.