Sax Wealth Advisors’s Orion Office REIT ONL Stock Holding History

Sax Wealth Advisors’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	$28.7K	Buy	+11,529	New	+$31K	﹤0.01%	743

Other funds holding ONL

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

DFG

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

Sax Wealth Advisors's ONL Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Orion Office REIT (ONL) in Q3 2026: 11,529 shares worth $28.7K. The stake represents ﹤0.01% of the portfolio and ranks #743 among its holdings.

21 funds tracked by Wall St. Rank hold ONL as of Q3 2026.

Sax Wealth Advisors held 11,529 shares of Orion Office REIT worth $28.7K as of Q3 2026.
Orion Office REIT was a new Sax Wealth Advisors position in Q3 2026.
Orion Office REIT made up ﹤0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #743 holding.
21 funds tracked by Wall St. Rank held Orion Office REIT as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.