Focus Partners Advisor Solutions’s Orion OEC Stock Holding History

Focus Partners Advisor Solutions’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	$58.5K	Buy	+10,411	New	+$65.2K	﹤0.01%	1353

Other funds holding OEC

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

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Focus Partners Advisor Solutions's OEC Position: Q3 2026 in Review

Focus Partners Advisor Solutions opened a new position in Orion (OEC) in Q3 2026: 10,411 shares worth $58.5K. The stake represents ﹤0.01% of the portfolio and ranks #1353 among its holdings.

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

Focus Partners Advisor Solutions held 10,411 shares of Orion worth $58.5K as of Q3 2026.
Orion was a new Focus Partners Advisor Solutions position in Q3 2026.
Orion made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q3 2026, its #1353 holding.
104 funds tracked by Wall St. Rank held Orion as of Q3 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2026, filed 10 Nov 2026.