Thrivent Financial for Lutherans
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Thrivent Financial for Lutherans’s Orion OEC Stock Holding History

Thrivent Financial for Lutherans’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
-12,869
Closed -$166K – 2541
2025
Q1 		$166K Sell
12,869
-30,733
-70% -$435K ﹤0.01% 2332
2024
Q4 		$688K Sell
43,602
-32,265
-43% -$545K ﹤0.01% 2109
2024
Q3 		$1.35M Buy
75,867
+35,207
+87% +$678K ﹤0.01% 1716
2024
Q2 		$892K Sell
40,660
-1,739
-4% -$41.9K ﹤0.01% 1926
2024
Q1 		$997K Hold
42,399
– – ﹤0.01% 1900
2023
Q4 		$1.18M Sell
42,399
-2,074
-5% -$47.6K ﹤0.01% 1735
2023
Q3 		$947K Hold
44,473
– – ﹤0.01% 1779
2023
Q2 		$944K Sell
44,473
-2,185
-5% -$52.7K ﹤0.01% 1838
2023
Q1 		$1.22M Hold
46,658
– – ﹤0.01% 1654
2022
Q4 		$831K Sell
46,658
-42,756
-48% -$719K ﹤0.01% 1845
2022
Q3 		$1.19M Hold
89,414
– – ﹤0.01% 1563
2022
Q2 		$1.39M Buy
+89,414
New +$1.5M ﹤0.01% 1475

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

Thrivent Financial for Lutherans's OEC Position: Q2 2025 in Review

Thrivent Financial for Lutherans sold out of Orion (OEC) in Q2 2025, closing a stake of 12,869 shares — an estimated $166K sold.

Thrivent Financial for Lutherans first reported a position in OEC in Q2 2022 and held it in 12 quarters. The position peaked at $1.39M in Q2 2022. 191 funds tracked by Wall St. Rank hold OEC as of Q2 2025.

  • Thrivent Financial for Lutherans reported no remaining Orion position as of Q2 2025 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 12,869 Orion shares in Q2 2025, an estimated $166K.
  • Thrivent Financial for Lutherans first reported a position in Orion in Q2 2022 and held it in 12 quarters.
  • Thrivent Financial for Lutherans's Orion position peaked at $1.39M in Q2 2022.
  • 191 funds tracked by Wall St. Rank held Orion as of Q2 2025.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2025, filed 11 Aug 2025.