MGWM
OBE

Marks Group Wealth Management’s Obsidian Energy OBE Stock Holding History

Marks Group Wealth Management’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
Q2 		$81.3K Hold
10,000
– – 0.01% 350
2026
Q1 		$94.7K Hold
10,000
– – 0.01% 336
2025
Q4 		$61.3K Buy
+10,000
New +$60.5K 0.01% 332

Other funds holding OBE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Marks Group Wealth Management's OBE Position: Q2 2026 in Review

Marks Group Wealth Management held its Obsidian Energy (OBE) position steady in Q2 2026 at 10,000 shares worth $81.3K. The position accounts for 0.01% of the portfolio, ranked #350.

Marks Group Wealth Management first reported a position in OBE in Q4 2025 and has held it in 3 quarters since. The position peaked at $94.7K in Q1 2026. 104 funds tracked by Wall St. Rank hold OBE as of Q2 2026.

  • Marks Group Wealth Management held 10,000 shares of Obsidian Energy worth $81.3K as of Q2 2026.
  • Marks Group Wealth Management left its Obsidian Energy share count unchanged in Q2 2026.
  • Obsidian Energy made up 0.01% of Marks Group Wealth Management's portfolio in Q2 2026, its #350 holding.
  • Marks Group Wealth Management first reported a position in Obsidian Energy in Q4 2025 and has held it in 3 quarters since.
  • Marks Group Wealth Management's Obsidian Energy position peaked at $94.7K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held Obsidian Energy as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.