Root Financial Partners
ORN icon

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
Q3 		$616 Buy
+72
New +$762 ﹤0.01% 3143
2026
Q2 		– Sell
-31
Closed -$338 – 2320
2026
Q1 		$338 Buy
+31
New +$371 ﹤0.01% 2990

Other funds holding ORN

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $146M AUM 53.45% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Seros Financial
Seros Financial Tempe, Arizona $197M AUM 16.58% 1-Year Est. Return

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

Root Financial Partners opened a new position in Orion Group Holdings (ORN) in Q3 2026: 72 shares worth $616. The stake represents ﹤0.01% of the portfolio and ranks #3143 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ORN as recently as Q1 2026.

Root Financial Partners first reported a position in ORN in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold ORN as of Q3 2026.

  • Root Financial Partners held 72 shares of Orion Group Holdings worth $616 as of Q3 2026.
  • Orion Group Holdings was a new Root Financial Partners position in Q3 2026.
  • Orion Group Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3143 holding.
  • Root Financial Partners first reported a position in Orion Group Holdings in Q1 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Orion Group Holdings as of Q3 2026.

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