Truist Financial
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Truist Financial’s Orion OEC Stock Holding History

Truist 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 		$147K Buy
+22,132
New +$159K ﹤0.01% 2822

Other funds holding OEC

MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
CLA
Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Truist Financial's OEC Position: Q2 2026 in Review

Truist Financial opened a new position in Orion (OEC) in Q2 2026: 22,132 shares worth $147K. The stake represents ﹤0.01% of the portfolio and ranks #2822 among its holdings.

37 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • Truist Financial held 22,132 shares of Orion worth $147K as of Q2 2026.
  • Orion was a new Truist Financial position in Q2 2026.
  • Orion made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2822 holding.
  • 37 funds tracked by Wall St. Rank held Orion as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.