Root Financial Partners
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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
Q3 		$680 Buy
+121
New +$758 ﹤0.01% 3113
2026
Q2 		– Sell
-33
Closed -$215 – 2274
2026
Q1 		$215 Buy
+33
New +$195 ﹤0.01% 3135

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Russell Investments Group
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Creative Planning
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Bank of New York Mellon
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SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
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Root Financial Partners's OEC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Orion (OEC) in Q3 2026: 121 shares worth $680. The stake represents ﹤0.01% of the portfolio and ranks #3113 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OEC as recently as Q1 2026.

Root Financial Partners first reported a position in OEC in Q1 2026 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold OEC as of Q3 2026.

  • Root Financial Partners held 121 shares of Orion worth $680 as of Q3 2026.
  • Orion was a new Root Financial Partners position in Q3 2026.
  • Orion made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3113 holding.
  • Root Financial Partners first reported a position in Orion in Q1 2026 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Orion as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.