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OEC icon

SBI Securities’s Orion OEC Stock Holding History

SBI Securities’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
Q2 		$3.34K Hold
504
– – ﹤0.01% 2356
2026
Q1 		$3.28K Buy
504
+200
+66% +$1.18K ﹤0.01% 2222
2025
Q4 		$1.6K Buy
304
+300
+7,500% +$1.63K ﹤0.01% 2477
2025
Q3 		$30 Buy
4
+1
+33% +$10 ﹤0.01% 3831
2025
Q2 		$31 Hold
3
– – ﹤0.01% 3823
2025
Q1 		$39 Buy
3
+1
+50% +$14 ﹤0.01% 3709
2024
Q4 		$32 Buy
+2
New +$34 ﹤0.01% 3732

Other funds holding OEC

MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
CLA
Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SBI Securities's OEC Position: Q2 2026 in Review

SBI Securities held its Orion (OEC) position steady in Q2 2026 at 504 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

SBI Securities first reported a position in OEC in Q4 2024 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • SBI Securities held 504 shares of Orion worth $3.34K as of Q2 2026.
  • SBI Securities left its Orion share count unchanged in Q2 2026.
  • Orion made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2356 holding.
  • SBI Securities first reported a position in Orion in Q4 2024 and has held it in 7 quarters since.
  • 39 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.