LWMI
OBE

Legacy Wealth Management (Idaho)’s Obsidian Energy OBE Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio OBE Stock Details OBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.07K Hold
219
– – ﹤0.01% 772
2025
Q4 		$1.34K Hold
219
– – ﹤0.01% 717
2025
Q3 		$1.43K Hold
219
– – ﹤0.01% 584
2025
Q2 		$1.22K Hold
219
– – ﹤0.01% 576
2025
Q1 		$1.28K Hold
219
– – ﹤0.01% 607
2024
Q4 		$1.14K Hold
219
– – ﹤0.01% 577
2024
Q3 		$1.21K Buy
+219
New +$1.47K ﹤0.01% 532

Other funds holding OBE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s OBE Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Obsidian Energy (OBE) position steady in Q1 2026 at 219 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Legacy Wealth Management (Idaho) first reported a position in OBE in Q3 2024 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold OBE as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 219 shares of Obsidian Energy worth $2.07K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Obsidian Energy share count unchanged in Q1 2026.
  • Obsidian Energy made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #772 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Obsidian Energy in Q3 2024 and has held it in 7 quarters since.
  • 98 funds tracked by Wall St. Rank held Obsidian Energy as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.