Diversified Trust’s Orion OEC Stock Holding History

Diversified Trust’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 Q3	$63.3K	Buy	+11,262	New	+$70.5K	﹤0.01%	1010

Other funds holding OEC

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Minneapolis Portfolio Management Group Wayzata, Minnesota $994M AUM 32.88% 1-Year Est. Return

Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Diversified Trust's OEC Position: Q3 2026 in Review

Diversified Trust opened a new position in Orion (OEC) in Q3 2026: 11,262 shares worth $63.3K. The stake represents ﹤0.01% of the portfolio and ranks #1010 among its holdings.

78 funds tracked by Wall St. Rank hold OEC as of Q3 2026.

Diversified Trust held 11,262 shares of Orion worth $63.3K as of Q3 2026.
Orion was a new Diversified Trust position in Q3 2026.
Orion made up ﹤0.01% of Diversified Trust's portfolio in Q3 2026, its #1010 holding.
78 funds tracked by Wall St. Rank held Orion as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.