Franklin Resources
OEC icon

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
Q2 		$833K Sell
125,706
-84,717
-40% -$609K ﹤0.01% 2356
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
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources's OEC Position: Q2 2026 in Review

Franklin Resources reduced its Orion (OEC) stake by 40% in Q2 2026, selling an estimated $609K and leaving 125,706 shares worth $833K. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

Franklin Resources first reported a position in OEC in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.37M in Q1 2026. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Franklin Resources held 125,706 shares of Orion worth $833K as of Q2 2026.
  • Franklin Resources sold 84,717 Orion shares in Q2 2026, an estimated $609K.
  • Orion made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2356 holding.
  • Franklin Resources first reported a position in Orion in Q2 2023 and has held it in 11 quarters since.
  • Franklin Resources's Orion position peaked at $1.37M in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.