Janney Montgomery Scott
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Janney Montgomery Scott’s Orion OEC Stock Holding History

Janney Montgomery Scott’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
2025
Q2 		– Sell
-29,160
Closed -$377K – 2797
2025
Q1 		$377K Buy
+29,160
New +$412K ﹤0.01% 2170
2024
Q4 		– Sell
-42,163
Closed -$751K – 2799
2024
Q3 		$751K Buy
42,163
+8,321
+25% +$160K ﹤0.01% 1701
2024
Q2 		$743K Buy
33,842
+7,401
+28% +$178K ﹤0.01% 1621
2024
Q1 		$622K Buy
26,441
+2,630
+11% +$60.8K ﹤0.01% 1816
2023
Q4 		$660K Sell
23,811
-8,027
-25% -$184K ﹤0.01% 1706
2023
Q3 		$678K Buy
31,838
+4,164
+15% +$90.9K ﹤0.01% 1576
2023
Q2 		$587K Sell
27,674
-2,387
-8% -$57.5K ﹤0.01% 1742
2023
Q1 		$784K Sell
30,061
-5,914
-16% -$134K ﹤0.01% 1459
2022
Q4 		$641K Sell
35,975
-7,220
-17% -$121K ﹤0.01% 1611
2022
Q3 		$577K Buy
43,195
+19,505
+82% +$317K ﹤0.01% 1605
2022
Q2 		$360K Buy
+23,690
New +$397K ﹤0.01% 1807

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janney Montgomery Scott's OEC Position: Q2 2025 in Review

Janney Montgomery Scott sold out of Orion (OEC) in Q2 2025, closing a stake of 29,160 shares — an estimated $377K sold.

Janney Montgomery Scott first reported a position in OEC in Q2 2022 and held it in 11 quarters. The position peaked at $784K in Q1 2023. 191 funds tracked by Wall St. Rank hold OEC as of Q2 2025.

  • Janney Montgomery Scott reported no remaining Orion position as of Q2 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 29,160 Orion shares in Q2 2025, an estimated $377K.
  • Janney Montgomery Scott first reported a position in Orion in Q2 2022 and held it in 11 quarters.
  • Janney Montgomery Scott's Orion position peaked at $784K in Q1 2023.
  • 191 funds tracked by Wall St. Rank held Orion as of Q2 2025.

Based on Janney Montgomery Scott's 13F filing for Q2 2025, filed 17 Jul 2025.