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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
Q1 		$215 Buy
+33
New +$195 ﹤0.01% 3135

Other funds holding OEC

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BlackRock
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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

Root Financial Partners's OEC Position: Q1 2026 in Review

Root Financial Partners opened a new position in Orion (OEC) in Q1 2026: 33 shares worth $215. The stake represents ﹤0.01% of the portfolio and ranks #3135 among its holdings.

180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Root Financial Partners held 33 shares of Orion worth $215 as of Q1 2026.
  • Orion was a new Root Financial Partners position in Q1 2026.
  • Orion made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3135 holding.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.