Albion Financial Group’s ORIX IX Stock Holding History

Albion Financial Group’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	$18.1K	Hold	475	–	–	﹤0.01%	373
2026 Q1	$14.2K	Hold	475	–	–	﹤0.01%	376
2025 Q4	$13.9K	Hold	475	–	–	﹤0.01%	373
2025 Q3	$12.4K	Hold	475	–	–	﹤0.01%	373
2025 Q2	$10.7K	Hold	475	–	–	﹤0.01%	363
2025 Q1	$9.92K	Hold	475	–	–	﹤0.01%	377
2024 Q4	$10.1K	Buy	+475	New	+$10.4K	﹤0.01%	396

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

Albion Financial Group's IX Position: Q2 2026 in Review

Albion Financial Group held its ORIX (IX) position steady in Q2 2026 at 475 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Albion Financial Group first reported a position in IX in Q4 2024 and has held it in 7 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Albion Financial Group held 475 shares of ORIX worth $18.1K as of Q2 2026.
Albion Financial Group left its ORIX share count unchanged in Q2 2026.
ORIX made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #373 holding.
Albion Financial Group first reported a position in ORIX in Q4 2024 and has held it in 7 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.