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Pinnacle Wealth Planning Services’s Orion OEC Stock Holding History

Pinnacle Wealth Planning Services’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 		$7.8K Hold
1,176
– – ﹤0.01% 2164
2026
Q1 		$7.64K Buy
+1,176
New +$6.96K ﹤0.01% 2111

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

Pinnacle Wealth Planning Services's OEC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Orion (OEC) position steady in Q2 2026 at 1,176 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2164.

Pinnacle Wealth Planning Services first reported a position in OEC in Q1 2026 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,176 shares of Orion worth $7.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Orion share count unchanged in Q2 2026.
  • Orion made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2164 holding.
  • Pinnacle Wealth Planning Services first reported a position in Orion in Q1 2026 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.