Superior Planning, LLC’s ORIX IX Stock Holding History

Superior Planning, LLC’s Portfolio IX Stock Details IX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$49.8K	Buy	+1,321	New	+$52.3K	0.02%	381

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Superior Planning, LLC's IX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in ORIX (IX) in Q3 2026: 1,321 shares worth $49.8K. The stake represents 0.02% of the portfolio and ranks #381 among its holdings.

242 funds tracked by Wall St. Rank hold IX as of Q3 2026.

Superior Planning, LLC held 1,321 shares of ORIX worth $49.8K as of Q3 2026.
ORIX was a new Superior Planning, LLC position in Q3 2026.
ORIX made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #381 holding.
242 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.