Root Financial Partners’s Orion OEC Stock Holding History

Root Financial Partners’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	–	Sell	-33	Closed	-$215	–	2274
2026 Q1	$215	Buy	+33	New	+$195	﹤0.01%	3135

Other funds holding OEC

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's OEC Position: Q2 2026 in Review

Root Financial Partners sold out of Orion (OEC) in Q2 2026, closing a stake of 33 shares — an estimated $215 sold.

Root Financial Partners first reported a position in OEC in Q1 2026 and held it in 1 quarter. The position peaked at $215 in Q1 2026. 187 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

Root Financial Partners reported no remaining Orion position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 33 Orion shares in Q2 2026, an estimated $215.
Root Financial Partners first reported a position in Orion in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Orion position peaked at $215 in Q1 2026.
187 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.