Financial Perspectives’s Organigram Holdings OGI Stock Holding History

Financial Perspectives’s Portfolio OGI Stock Details OGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31	Hold	23	–	–	﹤0.01%	712
2025 Q4	$39	Hold	23	–	–	﹤0.01%	708
2025 Q3	$47	Hold	23	–	–	﹤0.01%	714
2025 Q2	$31	Buy	+23	New	+$28	﹤0.01%	717
2025 Q1	–	Sell	-23	Closed	-$37	–	727
2024 Q4	$37	Hold	23	–	–	﹤0.01%	718
2024 Q3	$42	Hold	23	–	–	﹤0.01%	677
2024 Q2	$35	Hold	23	–	–	﹤0.01%	672
2024 Q1	$49	Hold	23	–	–	﹤0.01%	660
2023 Q4	$30	Hold	23	–	–	﹤0.01%	695
2023 Q3	$30	Hold	23	–	–	﹤0.01%	698
2023 Q2	$36	Hold	23	–	–	﹤0.01%	678
2023 Q1	$60	Hold	23	–	–	﹤0.01%	674
2022 Q4	$74	Hold	23	–	–	﹤0.01%	675
2022 Q3	$81	Hold	23	–	–	﹤0.01%	688
2022 Q2	$85	Hold	23	–	–	﹤0.01%	684
2022 Q1	$154	Buy	+23	New	+$142	﹤0.01%	680

Other funds holding OGI

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.01B AUM 38.1% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return

Leonteq Securities AG Zurich, Switzerland $1.65B AUM 31.52% 1-Year Est. Return