Root Financial Partners’s Orion Office REIT ONL Stock Holding History

Root Financial Partners’s Portfolio ONL Stock Details ONL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$42	Buy	+17	New	+$46	﹤0.01%	3740
2026 Q2	–	Sell	-29	Closed	-$62	–	2302
2026 Q1	$62	Sell	29 -9	-24%	-$21	﹤0.01%	3354
2025 Q4	$86	Buy	38 +37	+3,700%	+$87	﹤0.01%	2341
2025 Q3	$3	Buy	+1	New	+$3	﹤0.01%	2294

Other funds holding ONL

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Root Financial Partners's ONL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Orion Office REIT (ONL) in Q3 2026: 17 shares worth $42. The stake represents ﹤0.01% of the portfolio and ranks #3740 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ONL as recently as Q1 2026.

Root Financial Partners first reported a position in ONL in Q3 2025 and has held it in 4 quarters since. The position peaked at $86 in Q4 2025. 111 funds tracked by Wall St. Rank hold ONL as of Q3 2026.

Root Financial Partners held 17 shares of Orion Office REIT worth $42 as of Q3 2026.
Orion Office REIT was a new Root Financial Partners position in Q3 2026.
Orion Office REIT made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3740 holding.
Root Financial Partners first reported a position in Orion Office REIT in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Orion Office REIT position peaked at $86 in Q4 2025.
111 funds tracked by Wall St. Rank held Orion Office REIT as of Q3 2026.

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