Stifel Financial
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Stifel Financial’s Orion OEC Stock Holding History

Stifel Financial’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 		$146K Buy
22,093
+6,417
+41% +$46.1K ﹤0.01% 3568
2026
Q1 		$102K Buy
+15,676
New +$92.8K ﹤0.01% 3531
2020
Q4 		– Sell
-10,484
Closed -$131K – 3087
2020
Q3 		$131K Buy
+10,484
New +$126K ﹤0.01% 2713
2020
Q1 		– Sell
-30,226
Closed -$581K – 2998
2019
Q4 		$581K Buy
30,226
+1,550
+5% +$28K ﹤0.01% 2163
2019
Q3 		$479K Buy
+28,676
New +$469K ﹤0.01% 2192

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial's OEC Position: Q2 2026 in Review

Stifel Financial increased its Orion (OEC) stake by 41% in Q2 2026, buying an estimated $46.1K and bringing the position to 22,093 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #3568.

Stifel Financial first reported a position in OEC in Q3 2019 and has held it in 5 quarters since. The position peaked at $581K in Q4 2019. 188 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Stifel Financial held 22,093 shares of Orion worth $146K as of Q2 2026.
  • Stifel Financial bought 6,417 Orion shares in Q2 2026, an estimated $46.1K.
  • Orion made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3568 holding.
  • Stifel Financial first reported a position in Orion in Q3 2019 and has held it in 5 quarters since.
  • Stifel Financial's Orion position peaked at $581K in Q4 2019.
  • 188 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.