Merit Financial Group
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Merit Financial Group’s Orion OEC Stock Holding History

Merit 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
2026
Q3 		$83.5K Buy
14,850
+190
+1% +$1.19K ﹤0.01% 2345
2026
Q2 		$97.2K Buy
+14,660
New +$105K ﹤0.01% 2229

Other funds holding OEC

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BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $417M AUM 80.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Merit Financial Group's OEC Position: Q3 2026 in Review

Merit Financial Group increased its Orion (OEC) stake by 1.3% in Q3 2026, buying an estimated $1.19K and bringing the position to 14,850 shares worth $83.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

Merit Financial Group first reported a position in OEC in Q2 2026 and has held it in 2 quarters since. The position peaked at $97.2K in Q2 2026. 126 funds tracked by Wall St. Rank hold OEC as of Q3 2026.

  • Merit Financial Group held 14,850 shares of Orion worth $83.5K as of Q3 2026.
  • Merit Financial Group bought 190 Orion shares in Q3 2026, an estimated $1.19K.
  • Orion made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2345 holding.
  • Merit Financial Group first reported a position in Orion in Q2 2026 and has held it in 2 quarters since.
  • Merit Financial Group's Orion position peaked at $97.2K in Q2 2026.
  • 126 funds tracked by Wall St. Rank held Orion as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.