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Transamerica Financial Advisors’s Orion OEC Stock Holding History

Transamerica Financial Advisors’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 		$146 Hold
22
– – ﹤0.01% 1937
2026
Q1 		$143 Buy
+22
New +$130 ﹤0.01% 1694

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AQR Capital Management
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D.E. Shaw & Co
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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

Transamerica Financial Advisors's OEC Position: Q2 2026 in Review

Transamerica Financial Advisors held its Orion (OEC) position steady in Q2 2026 at 22 shares worth $146. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

Transamerica Financial Advisors first reported a position in OEC in Q1 2026 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Transamerica Financial Advisors held 22 shares of Orion worth $146 as of Q2 2026.
  • Transamerica Financial Advisors left its Orion share count unchanged in Q2 2026.
  • Orion made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1937 holding.
  • Transamerica Financial Advisors first reported a position in Orion in Q1 2026 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.