Mackenzie Financial
OEC icon

Mackenzie Financial’s Orion OEC Stock Holding History

Mackenzie Financial’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 		$6.69M Buy
1,008,655
+382,735
+61% +$2.75M 0.01% 758
2026
Q1 		$4.07M Buy
+625,920
New +$3.7M ﹤0.01% 728
2024
Q4 		– Sell
-11,961
Closed -$213K – 1764
2024
Q3 		$213K Buy
11,961
+12
+0.1% +$231 ﹤0.01% 1356
2024
Q2 		$262K Buy
11,949
+850
+8% +$20.5K ﹤0.01% 1222
2024
Q1 		$261K Buy
+11,099
New +$257K ﹤0.01% 1237
2023
Q4 		– Sell
-10,401
Closed -$214K – 1558
2023
Q3 		$214K Buy
+10,401
New +$227K ﹤0.01% 1256

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
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

Mackenzie Financial's OEC Position: Q2 2026 in Review

Mackenzie Financial increased its Orion (OEC) stake by 61% in Q2 2026, buying an estimated $2.75M and bringing the position to 1,008,655 shares worth $6.69M. The position accounts for 0.01% of the portfolio, ranked #758.

Mackenzie Financial first reported a position in OEC in Q3 2023 and has held it in 6 quarters since. 188 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Mackenzie Financial held 1,008,655 shares of Orion worth $6.69M as of Q2 2026.
  • Mackenzie Financial bought 382,735 Orion shares in Q2 2026, an estimated $2.75M.
  • Orion made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #758 holding.
  • Mackenzie Financial first reported a position in Orion in Q3 2023 and has held it in 6 quarters since.
  • 188 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.