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Keating Financial Advisory Services’s Orion OEC Stock Holding History

Keating Financial Advisory 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
Q2 		$37.4K Hold
5,637
– – ﹤0.01% 771
2026
Q1 		$36.6K Buy
5,637
+70
+1% +$414 0.01% 708
2025
Q4 		$29.4K Buy
+5,567
New +$30.2K ﹤0.01% 798

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Keating Financial Advisory Services's OEC Position: Q2 2026 in Review

Keating Financial Advisory Services held its Orion (OEC) position steady in Q2 2026 at 5,637 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Keating Financial Advisory Services first reported a position in OEC in Q4 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Keating Financial Advisory Services held 5,637 shares of Orion worth $37.4K as of Q2 2026.
  • Keating Financial Advisory Services left its Orion share count unchanged in Q2 2026.
  • Orion made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #771 holding.
  • Keating Financial Advisory Services first reported a position in Orion in Q4 2025 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.