Independent Financial Group
ORN icon

Independent Financial Group’s Orion Group Holdings ORN Stock Holding History

Independent Financial Group’s Portfolio ORN Stock Details ORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-35,500
Closed -$597K – 1638
2026
Q2 		$597K Buy
+35,500
New +$491K 0.01% 911

Other funds holding ORN

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Independent Financial Group's ORN Position: Q3 2026 in Review

Independent Financial Group sold out of Orion Group Holdings (ORN) in Q3 2026, closing a stake of 35,500 shares — an estimated $597K sold.

Independent Financial Group first reported a position in ORN in Q2 2026 and held it in 1 quarter. The position peaked at $597K in Q2 2026. 10 funds tracked by Wall St. Rank hold ORN as of Q3 2026.

  • Independent Financial Group reported no remaining Orion Group Holdings position as of Q3 2026 after selling out during the quarter.
  • Independent Financial Group sold 35,500 Orion Group Holdings shares in Q3 2026, an estimated $597K.
  • Independent Financial Group first reported a position in Orion Group Holdings in Q2 2026 and held it in 1 quarter.
  • Independent Financial Group's Orion Group Holdings position peaked at $597K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Orion Group Holdings as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.