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Parkside Financial Bank & Trust’s Orion OEC Stock Holding History

Parkside Financial Bank & Trust’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
2025
Q3 		– Sell
-130
Closed -$1.36K – 2776
2025
Q2 		$1.36K Hold
130
– – ﹤0.01% 2137
2025
Q1 		$1.68K Sell
130
-2,500
-95% -$35.3K ﹤0.01% 1935
2024
Q4 		$41.5K Buy
2,630
+609
+30% +$10.3K 0.01% 866
2024
Q3 		$36K Buy
2,021
+518
+34% +$9.98K 0.01% 886
2024
Q2 		$33K Buy
1,503
+477
+46% +$11.5K 0.01% 893
2024
Q1 		$24.1K Buy
1,026
+167
+19% +$3.86K ﹤0.01% 970
2023
Q4 		$23.8K Buy
859
+76
+10% +$1.74K ﹤0.01% 930
2023
Q3 		$16.7K Buy
783
+97
+14% +$2.12K ﹤0.01% 965
2023
Q2 		$14.6K Buy
+686
New +$16.5K ﹤0.01% 994

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parkside Financial Bank & Trust's OEC Position: Q3 2025 in Review

Parkside Financial Bank & Trust sold out of Orion (OEC) in Q3 2025, closing a stake of 130 shares — an estimated $1.36K sold.

Parkside Financial Bank & Trust first reported a position in OEC in Q2 2023 and held it in 9 quarters. The position peaked at $41.5K in Q4 2024. 177 funds tracked by Wall St. Rank hold OEC as of Q3 2025.

  • Parkside Financial Bank & Trust reported no remaining Orion position as of Q3 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 130 Orion shares in Q3 2025, an estimated $1.36K.
  • Parkside Financial Bank & Trust first reported a position in Orion in Q2 2023 and held it in 9 quarters.
  • Parkside Financial Bank & Trust's Orion position peaked at $41.5K in Q4 2024.
  • 177 funds tracked by Wall St. Rank held Orion as of Q3 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2025, filed 30 Oct 2025.