Jones Financial Companies
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Jones Financial Companies’s Orion Energy Systems OESX Stock Holding History

Jones Financial Companies’s Portfolio OESX Stock Details OESX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.28K Buy
378
+250
+195% +$2.39K ﹤0.01% 4167
2026
Q1 		$1.18K Buy
128
+53
+71% +$696 ﹤0.01% 4311
2025
Q4 		$1.15K Buy
+75
New +$958 ﹤0.01% 3980

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jones Financial Companies's OESX Position: Q2 2026 in Review

Jones Financial Companies increased its Orion Energy Systems (OESX) stake by 195% in Q2 2026, buying an estimated $2.39K and bringing the position to 378 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #4167.

Jones Financial Companies first reported a position in OESX in Q4 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold OESX as of Q2 2026.

  • Jones Financial Companies held 378 shares of Orion Energy Systems worth $4.28K as of Q2 2026.
  • Jones Financial Companies bought 250 Orion Energy Systems shares in Q2 2026, an estimated $2.39K.
  • Orion Energy Systems made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4167 holding.
  • Jones Financial Companies first reported a position in Orion Energy Systems in Q4 2025 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.