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
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 $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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial's OEC Position: Q1 2026 in Review

Raymond James Financial increased its Orion (OEC) stake by 41% in Q1 2026, buying an estimated $1.45M and bringing the position to 846,918 shares worth $5.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

Raymond James Financial first reported a position in OEC in Q4 2024 and has held it in 6 quarters since. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Raymond James Financial held 846,918 shares of Orion worth $5.5M as of Q1 2026.
  • Raymond James Financial bought 245,062 Orion shares in Q1 2026, an estimated $1.45M.
  • Orion made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2505 holding.
  • Raymond James Financial first reported a position in Orion in Q4 2024 and has held it in 6 quarters since.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.