Farther Finance Advisors’s Orion OEC Stock Holding History

Farther Finance 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 Q3	$6.69K	Buy	1,191 +203	+21%	+$1.27K	﹤0.01%	4850
2026 Q2	$6.6K	Buy	988 +529	+115%	+$3.8K	﹤0.01%	4644
2026 Q1	$3.01K	Buy	459 +198	+76%	+$1.17K	﹤0.01%	4737
2025 Q4	$1.38K	Buy	+261	New	+$1.42K	﹤0.01%	4819
2024 Q3	–	Sell	-13	Closed	-$278	–	4084
2024 Q2	$278	Buy	+13	New	+$313	﹤0.01%	3422

Other funds holding OEC

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's OEC Position: Q3 2026 in Review

Farther Finance Advisors increased its Orion (OEC) stake by 21% in Q3 2026, buying an estimated $1.27K and bringing the position to 1,191 shares worth $6.69K. The position accounts for ﹤0.01% of the portfolio, ranked #4850.

Farther Finance Advisors first reported a position in OEC in Q2 2024 and has held it in 5 quarters since. 4 funds tracked by Wall St. Rank hold OEC as of Q3 2026.

Farther Finance Advisors held 1,191 shares of Orion worth $6.69K as of Q3 2026.
Farther Finance Advisors bought 203 Orion shares in Q3 2026, an estimated $1.27K.
Orion made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4850 holding.
Farther Finance Advisors first reported a position in Orion in Q2 2024 and has held it in 5 quarters since.
4 funds tracked by Wall St. Rank held Orion as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.