Zurich Cantonal Bank’s Orion OEC Stock Holding History

Zurich Cantonal Bank’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 Q4	–	Sell	-20,499	Closed	-$155K	–	3198
2025 Q3	$155K	Hold	20,499	–	–	﹤0.01%	2286
2025 Q2	$215K	Hold	20,499	–	–	﹤0.01%	2099
2025 Q1	$265K	Buy	20,499 +3,863	+23%	+$54.6K	﹤0.01%	1952
2024 Q4	$263K	Buy	16,636 +2,011	+14%	+$34K	﹤0.01%	2024
2024 Q3	$260K	Hold	14,625	–	–	﹤0.01%	1966
2024 Q2	$321K	Hold	14,625	–	–	﹤0.01%	1786
2024 Q1	$344K	Hold	14,625	–	–	﹤0.01%	1717
2023 Q4	$406K	Buy	14,625 +3,213	+28%	+$73.7K	﹤0.01%	1644
2023 Q3	$243K	Hold	11,412	–	–	﹤0.01%	1848
2023 Q2	$242K	Buy	11,412 +1,438	+14%	+$34.7K	﹤0.01%	1797
2023 Q1	$260K	Hold	9,974	–	–	﹤0.01%	1712
2022 Q4	$178K	Buy	9,974 +1,405	+16%	+$23.6K	﹤0.01%	1886
2022 Q3	$114K	Hold	8,569	–	–	﹤0.01%	2112
2022 Q2	$133K	Hold	8,569	–	–	﹤0.01%	2043
2022 Q1	$137K	Hold	8,569	–	–	﹤0.01%	2128
2021 Q4	$157K	Hold	8,569	–	–	﹤0.01%	2237
2021 Q3	$156K	Hold	8,569	–	–	﹤0.01%	2080
2021 Q2	$163K	Hold	8,569	–	–	﹤0.01%	1943
2021 Q1	$169K	Hold	8,569	–	–	﹤0.01%	1879
2020 Q4	$147K	Hold	8,569	–	–	﹤0.01%	2025
2020 Q3	$107K	Hold	8,569	–	–	﹤0.01%	1954
2020 Q2	$91K	Buy	+8,569	New	+$79.2K	﹤0.01%	1988

Other funds holding OEC

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

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

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

Zurich Cantonal Bank's OEC Position: Q4 2025 in Review

Zurich Cantonal Bank sold out of Orion (OEC) in Q4 2025, closing a stake of 20,499 shares — an estimated $155K sold.

Zurich Cantonal Bank first reported a position in OEC in Q2 2020 and held it in 22 quarters. The position peaked at $406K in Q4 2023. 174 funds tracked by Wall St. Rank hold OEC as of Q4 2025.

Zurich Cantonal Bank reported no remaining Orion position as of Q4 2025 after selling out during the quarter.
Zurich Cantonal Bank sold 20,499 Orion shares in Q4 2025, an estimated $155K.
Zurich Cantonal Bank first reported a position in Orion in Q2 2020 and held it in 22 quarters.
Zurich Cantonal Bank's Orion position peaked at $406K in Q4 2023.
174 funds tracked by Wall St. Rank held Orion as of Q4 2025.

Based on Zurich Cantonal Bank's 13F filing for Q4 2025, filed 27 Jan 2026.