SW
OEC icon

SVB Wealth’s Orion OEC Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-9
Closed -$116 – 1246
2025
Q1 		$116 Buy
+9
New +$127 ﹤0.01% 1495

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SVB Wealth's OEC Position: Q2 2025 in Review

SVB Wealth sold out of Orion (OEC) in Q2 2025, closing a stake of 9 shares — an estimated $116 sold.

SVB Wealth first reported a position in OEC in Q1 2025 and held it in 1 quarter. The position peaked at $116 in Q1 2025. 191 funds tracked by Wall St. Rank hold OEC as of Q2 2025.

  • SVB Wealth reported no remaining Orion position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 9 Orion shares in Q2 2025, an estimated $116.
  • SVB Wealth first reported a position in Orion in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Orion position peaked at $116 in Q1 2025.
  • 191 funds tracked by Wall St. Rank held Orion as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.