Raymond James Financial
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Raymond James Financial’s Orion OEC Stock Holding History

Raymond James Financial’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 		$4.94M Sell
745,243
-101,675
-12% -$731K ﹤0.01% 2739
2026
Q1 		$5.5M Buy
846,918
+245,062
+41% +$1.45M ﹤0.01% 2505
2025
Q4 		$3.18M Buy
601,856
+206,770
+52% +$1.12M ﹤0.01% 2882
2025
Q3 		$2.99M Buy
395,086
+119,596
+43% +$1.21M ﹤0.01% 2860
2025
Q2 		$2.89M Buy
275,490
+44,691
+19% +$505K ﹤0.01% 2787
2025
Q1 		$2.98M Buy
230,799
+133,826
+138% +$1.89M ﹤0.01% 2690
2024
Q4 		$1.53M Buy
+96,973
New +$1.64M ﹤0.01% 3160

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

Raymond James Financial's OEC Position: Q2 2026 in Review

Raymond James Financial reduced its Orion (OEC) stake by 12% in Q2 2026, selling an estimated $731K and leaving 745,243 shares worth $4.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2739.

Raymond James Financial first reported a position in OEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.5M in Q1 2026. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Raymond James Financial held 745,243 shares of Orion worth $4.94M as of Q2 2026.
  • Raymond James Financial sold 101,675 Orion shares in Q2 2026, an estimated $731K.
  • Orion made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2739 holding.
  • Raymond James Financial first reported a position in Orion in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Orion position peaked at $5.5M in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.