Franklin Resources’s Orion OEC Stock Holding History

Franklin Resources’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	$1.37M	Buy	+210,423	New	+$1.25M	﹤0.01%	2064
2025 Q4	–	Sell	-36,295	Closed	-$275K	–	3228
2025 Q3	$275K	Buy	36,295 +191	+0.5%	+$1.93K	﹤0.01%	2701
2025 Q2	$379K	Buy	+36,104	New	+$408K	﹤0.01%	2457
2025 Q1	–	Sell	-10,846	Closed	-$171K	–	3043
2024 Q4	$171K	Sell	10,846 -46,826	-81%	-$791K	﹤0.01%	2675
2024 Q3	$984K	Buy	57,672 +1,775	+3%	+$34.2K	﹤0.01%	1992
2024 Q2	$1.23M	Buy	55,897 +3,396	+6%	+$81.7K	﹤0.01%	1856
2024 Q1	$1.23M	Buy	52,501 +25,081	+91%	+$580K	﹤0.01%	1876
2023 Q4	$760K	Hold	27,420	–	–	﹤0.01%	1762
2023 Q3	$583K	Sell	27,420 -980	-3%	-$21.4K	﹤0.01%	1836
2023 Q2	$603K	Buy	+28,400	New	+$685K	﹤0.01%	1891

Other funds holding OEC

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Franklin Resources's OEC Position: Q1 2026 in Review

Franklin Resources opened a new position in Orion (OEC) in Q1 2026: 210,423 shares worth $1.37M. The stake represents ﹤0.01% of the portfolio and ranks #2064 among its holdings. This is a return to the name: Franklin Resources previously reported a position in OEC as recently as Q3 2025.

Franklin Resources first reported a position in OEC in Q2 2023 and has held it in 10 quarters since. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

Franklin Resources held 210,423 shares of Orion worth $1.37M as of Q1 2026.
Orion was a new Franklin Resources position in Q1 2026.
Orion made up ﹤0.01% of Franklin Resources's portfolio in Q1 2026, its #2064 holding.
Franklin Resources first reported a position in Orion in Q2 2023 and has held it in 10 quarters since.
180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.