SignatureFD
OEC icon

SignatureFD’s Orion OEC Stock Holding History

SignatureFD’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
Q3 		$1.34K Buy
239
+6
+3% +$38 ﹤0.01% 3278
2026
Q2 		$1.54K Sell
233
-572
-71% -$4.11K ﹤0.01% 3189
2026
Q1 		$5.23K Buy
805
+4
+0.5% +$24 ﹤0.01% 2766
2025
Q4 		$4.23K Buy
801
+471
+143% +$2.56K ﹤0.01% 2751
2025
Q3 		$2.5K Sell
330
-165
-33% -$1.67K ﹤0.01% 2889
2025
Q2 		$5.19K Sell
495
-656
-57% -$7.42K ﹤0.01% 2597
2025
Q1 		$14.9K Buy
1,151
+601
+109% +$8.5K ﹤0.01% 2200
2024
Q4 		$8.68K Buy
550
+101
+22% +$1.71K ﹤0.01% 2417
2024
Q3 		$8K Buy
449
+217
+94% +$4.18K ﹤0.01% 2426
2024
Q2 		$5.09K Hold
232
– – ﹤0.01% 2507
2024
Q1 		$5.46K Hold
232
– – ﹤0.01% 2507
2023
Q4 		$6.43K Hold
232
– – ﹤0.01% 2429
2023
Q3 		$4.94K Sell
232
-100
-30% -$2.18K ﹤0.01% 2503
2023
Q2 		$7.04K Sell
332
-11
-3% -$265 ﹤0.01% 2391
2023
Q1 		$8.95K Buy
343
+100
+41% +$2.26K ﹤0.01% 2264
2022
Q4 		$4.33K Sell
243
-153
-39% -$2.57K ﹤0.01% 2537
2022
Q3 		$5K Sell
396
-27
-6% -$439 ﹤0.01% 2448
2022
Q2 		$7K Buy
423
+92
+28% +$1.54K ﹤0.01% 2310
2022
Q1 		$5K Buy
331
+35
+12% +$603 ﹤0.01% 2490
2021
Q4 		$5K Sell
296
-160
-35% -$2.98K ﹤0.01% 2409
2021
Q3 		$8K Buy
456
+224
+97% +$4.01K ﹤0.01% 2186
2021
Q2 		$4K Hold
232
– – ﹤0.01% 2367
2021
Q1 		$5K Hold
232
– – ﹤0.01% 2151
2020
Q4 		$4K Hold
232
– – ﹤0.01% 2041
2020
Q3 		$3K Hold
232
– – ﹤0.01% 2105
2020
Q2 		$2K Sell
232
-262
-53% -$2.42K ﹤0.01% 2158
2020
Q1 		$4K Buy
+494
New +$7.15K ﹤0.01% 1748
2019
Q3 		– Sell
-68
Closed -$1K – 2171
2019
Q2 		$1K Buy
+68
New +$1.34K ﹤0.01% 1917

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group Wayzata, Minnesota $994M AUM 32.88% 1-Year Est. Return
Quinn Opportunity Partners
Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SignatureFD's OEC Position: Q3 2026 in Review

SignatureFD increased its Orion (OEC) stake by 2.6% in Q3 2026, buying an estimated $38 and bringing the position to 239 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #3278.

SignatureFD first reported a position in OEC in Q2 2019 and has held it in 28 quarters since. The position peaked at $14.9K in Q1 2025. 78 funds tracked by Wall St. Rank hold OEC as of Q3 2026.

  • SignatureFD held 239 shares of Orion worth $1.34K as of Q3 2026.
  • SignatureFD bought 6 Orion shares in Q3 2026, an estimated $38.
  • Orion made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #3278 holding.
  • SignatureFD first reported a position in Orion in Q2 2019 and has held it in 28 quarters since.
  • SignatureFD's Orion position peaked at $14.9K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held Orion as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.