Advisory Services Network’s ORIX IX Stock Holding History

Advisory Services Network’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	–	Sell	-694	Closed	-$20.8K	–	3451
2026 Q1	$20.8K	Buy	+694	New	+$22K	﹤0.01%	3178
2025 Q4	–	Sell	-180	Closed	-$4.7K	–	3086
2025 Q3	$4.7K	Buy	+180	New	+$4.46K	﹤0.01%	3553
2024 Q1	–	Sell	-175	Closed	-$3.27K	–	2576
2023 Q4	$3.27K	Buy	+175	New	+$3.18K	﹤0.01%	3254
2023 Q2	–	Sell	-135	Closed	-$2.22K	–	2554
2023 Q1	$2.22K	Buy	135 +20	+17%	+$343	﹤0.01%	3402
2022 Q4	$1.85K	Buy	+115	New	+$1.75K	﹤0.01%	3460
2020 Q4	–	Sell	-2,575	Closed	-$36.3K	–	3493
2020 Q3	$32K	Buy	+2,575	New	+$31.7K	﹤0.01%	1811
2020 Q2	–	Sell	-1,590	Closed	-$19K	–	1910
2020 Q1	$19K	Buy	1,590 +375	+31%	+$5.92K	﹤0.01%	1882
2019 Q4	$20K	Buy	1,215 +735	+153%	+$11.8K	﹤0.01%	2013
2019 Q3	$7K	Hold	480	–	–	﹤0.01%	2299
2019 Q2	$7K	Buy	+480	New	+$6.87K	﹤0.01%	2297
2018 Q3	–	Sell	-50	Closed	-$1K	–	2557
2018 Q2	$1K	Hold	50	–	–	﹤0.01%	2366
2018 Q1	$1K	Buy	+50	New	+$905	﹤0.01%	2480
2014 Q1	–	Sell	-70	Closed	-$1K	–	508
2013 Q4	$1K	Buy	+70	New	+$1.2K	﹤0.01%	1047

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

Advisory Services Network's IX Position: Q2 2026 in Review

Advisory Services Network sold out of ORIX (IX) in Q2 2026, closing a stake of 694 shares — an estimated $20.8K sold.

Advisory Services Network first reported a position in IX in Q4 2013 and held it in 13 quarters. The position peaked at $32K in Q3 2020. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Advisory Services Network reported no remaining ORIX position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 694 ORIX shares in Q2 2026, an estimated $20.8K.
Advisory Services Network first reported a position in ORIX in Q4 2013 and held it in 13 quarters.
Advisory Services Network's ORIX position peaked at $32K in Q3 2020.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.