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Principal Securities’s Orion OEC Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,120
Closed -$8.49K – 2810
2025
Q3 		$8.49K Hold
1,120
– – ﹤0.01% 2781
2025
Q2 		$11.7K Hold
1,120
– – ﹤0.01% 2556
2025
Q1 		$17.7K Hold
1,120
– – ﹤0.01% 2270
2024
Q4 		$17.7K Hold
1,120
– – ﹤0.01% 2268
2024
Q3 		$19.9K Buy
+1,120
New +$21.6K ﹤0.01% 2126

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
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Securities's OEC Position: Q4 2025 in Review

Principal Securities sold out of Orion (OEC) in Q4 2025, closing a stake of 1,120 shares — an estimated $8.49K sold.

Principal Securities first reported a position in OEC in Q3 2024 and held it in 5 quarters. The position peaked at $19.9K in Q3 2024. 174 funds tracked by Wall St. Rank hold OEC as of Q4 2025.

  • Principal Securities reported no remaining Orion position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,120 Orion shares in Q4 2025, an estimated $8.49K.
  • Principal Securities first reported a position in Orion in Q3 2024 and held it in 5 quarters.
  • Principal Securities's Orion position peaked at $19.9K in Q3 2024.
  • 174 funds tracked by Wall St. Rank held Orion as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.