Orion Porfolio Solutions, LLC

CIK
1360533
City
OMAHA
State / Country
NE

Top Portfolio Positions

1,235 positions · $4,865,522,420 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

26 quarters · across all stocks

Holdings in PDI

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Shares Held

Position Value (USD)

18 quarters on record
Report Date Value (USD) Shares
2026-03-31 $5,408,419 316,097
2025-12-31 $5,096,725 287,788
2025-09-30 $4,993,520 252,198
2025-06-30 $4,269,483 225,065
2025-03-31 $4,224,686 213,368
2024-12-31 $3,733,510 203,572
2024-09-30 $4,188,045 206,613
2024-06-30 $3,986,553 211,938
2024-03-31 $3,972,447 205,933
2023-12-31 $4,181,416 232,948
2023-09-30 $3,769,891 218,165
2023-06-30 $8,631,993 460,373
2023-03-31 $4,633,302 257,120
2022-12-31 $3,855,981 208,657
2022-09-30 $3,999,818 206,389
2022-06-30 $4,280,249 205,091
2022-03-31 $5,704,066 234,061
2021-12-31 $6,250,735 241,248