LFG
OEC icon

Larson Financial Group’s Orion OEC Stock Holding History

Larson Financial Group’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
Q3 		– Sell
-5
Closed -$52 – 3586
2025
Q2 		$52 Buy
+5
New +$57 ﹤0.01% 3229
2024
Q1 		– Sell
-818
Closed -$22.7K – 1874
2023
Q4 		$22.7K Hold
818
– – ﹤0.01% 825
2023
Q3 		$17.4K Hold
818
– – ﹤0.01% 853
2023
Q2 		$17.4K Buy
+818
New +$19.7K ﹤0.01% 777

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
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Larson Financial Group's OEC Position: Q3 2025 in Review

Larson Financial Group sold out of Orion (OEC) in Q3 2025, closing a stake of 5 shares — an estimated $52 sold.

Larson Financial Group first reported a position in OEC in Q2 2023 and held it in 4 quarters. The position peaked at $22.7K in Q4 2023. 177 funds tracked by Wall St. Rank hold OEC as of Q3 2025.

  • Larson Financial Group reported no remaining Orion position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 5 Orion shares in Q3 2025, an estimated $52.
  • Larson Financial Group first reported a position in Orion in Q2 2023 and held it in 4 quarters.
  • Larson Financial Group's Orion position peaked at $22.7K in Q4 2023.
  • 177 funds tracked by Wall St. Rank held Orion as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.