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
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 $1.65B AUM 20.56% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Jones Financial Companies's OESX Position: Q1 2026 in Review

Jones Financial Companies increased its Orion Energy Systems (OESX) stake by 71% in Q1 2026, buying an estimated $696 and bringing the position to 128 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #4311.

Jones Financial Companies first reported a position in OESX in Q4 2025 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold OESX as of Q1 2026.

  • Jones Financial Companies held 128 shares of Orion Energy Systems worth $1.18K as of Q1 2026.
  • Jones Financial Companies bought 53 Orion Energy Systems shares in Q1 2026, an estimated $696.
  • Orion Energy Systems made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4311 holding.
  • Jones Financial Companies first reported a position in Orion Energy Systems in Q4 2025 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Orion Energy Systems as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.