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
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 $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 $691M AUM 27.96% 1-Year Est. Return

Marks Group Wealth Management's OBE Position: Q1 2026 in Review

Marks Group Wealth Management held its Obsidian Energy (OBE) position steady in Q1 2026 at 10,000 shares worth $94.7K. The position accounts for 0.01% of the portfolio, ranked #336.

Marks Group Wealth Management first reported a position in OBE in Q4 2025 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold OBE as of Q1 2026.

  • Marks Group Wealth Management held 10,000 shares of Obsidian Energy worth $94.7K as of Q1 2026.
  • Marks Group Wealth Management left its Obsidian Energy share count unchanged in Q1 2026.
  • Obsidian Energy made up 0.01% of Marks Group Wealth Management's portfolio in Q1 2026, its #336 holding.
  • Marks Group Wealth Management first reported a position in Obsidian Energy in Q4 2025 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Obsidian Energy as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.