HFS
OEC icon

Hantz Financial Services’s Orion OEC Stock Holding History

Hantz Financial Services’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 		– Sell
-248
Closed -$1K – 2567
2025
Q4 		$1K Buy
+248
New +$1.34K ﹤0.01% 2348

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hantz Financial Services's OEC Position: Q1 2026 in Review

Hantz Financial Services sold out of Orion (OEC) in Q1 2026, closing a stake of 248 shares — an estimated $1K sold.

Hantz Financial Services first reported a position in OEC in Q4 2025 and held it in 1 quarter. The position peaked at $1K in Q4 2025. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Hantz Financial Services reported no remaining Orion position as of Q1 2026 after selling out during the quarter.
  • Hantz Financial Services sold 248 Orion shares in Q1 2026, an estimated $1K.
  • Hantz Financial Services first reported a position in Orion in Q4 2025 and held it in 1 quarter.
  • Hantz Financial Services's Orion position peaked at $1K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.