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Root Financial Partners’s Orion Group Holdings ORN Stock Holding History

Root Financial Partners’s Portfolio ORN Stock Details ORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$338 Buy
+31
New +$371 ﹤0.01% 2990

Other funds holding ORN

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

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

Root Financial Partners opened a new position in Orion Group Holdings (ORN) in Q1 2026: 31 shares worth $338. The stake represents ﹤0.01% of the portfolio and ranks #2990 among its holdings.

172 funds tracked by Wall St. Rank hold ORN as of Q1 2026.

  • Root Financial Partners held 31 shares of Orion Group Holdings worth $338 as of Q1 2026.
  • Orion Group Holdings was a new Root Financial Partners position in Q1 2026.
  • Orion Group Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2990 holding.
  • 172 funds tracked by Wall St. Rank held Orion Group Holdings as of Q1 2026.

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