Action Point Financial Planning’s ORIX IX Stock Holding History

Action Point Financial Planning’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 Q2	$3.73K	Buy	+99	New	+$3.52K	﹤0.01%	1952

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Action Point Financial Planning's IX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in ORIX (IX) in Q2 2026: 99 shares worth $3.73K. The stake represents ﹤0.01% of the portfolio and ranks #1952 among its holdings.

315 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Action Point Financial Planning held 99 shares of ORIX worth $3.73K as of Q2 2026.
ORIX was a new Action Point Financial Planning position in Q2 2026.
ORIX made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1952 holding.
315 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.