TFC Financial Management’s Orion OEC Stock Holding History

TFC Financial Management’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 Q1	–	Sell	-1	Closed	-$16	–	1025
2024 Q4	$16	Hold	1	–	–	﹤0.01%	963
2024 Q3	$18	Buy	+1	New	+$19	﹤0.01%	982

Other funds holding OEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TFC Financial Management's OEC Position: Q1 2025 in Review

TFC Financial Management sold out of Orion (OEC) in Q1 2025, closing a stake of 1 share — an estimated $16 sold.

TFC Financial Management first reported a position in OEC in Q3 2024 and held it in 2 quarters. The position peaked at $18 in Q3 2024. 199 funds tracked by Wall St. Rank hold OEC as of Q1 2025.

TFC Financial Management reported no remaining Orion position as of Q1 2025 after selling out during the quarter.
TFC Financial Management sold 1 Orion share in Q1 2025, an estimated $16.
TFC Financial Management first reported a position in Orion in Q3 2024 and held it in 2 quarters.
TFC Financial Management's Orion position peaked at $18 in Q3 2024.
199 funds tracked by Wall St. Rank held Orion as of Q1 2025.

Based on TFC Financial Management's 13F filing for Q1 2025, filed 24 Apr 2025.