Albion Financial Group
IX icon

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
Q3 		$20.5K Buy
545
+70
+15% +$2.77K ﹤0.01% 361
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 		$9.9K Hold
475
– – ﹤0.01% 377
2024
Q4 		$10.1K Buy
+475
New +$10.4K ﹤0.01% 396

Other funds holding IX

Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee) Memphis, Tennessee $2.19B AUM 46.65% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Albion Financial Group's IX Position: Q3 2026 in Review

Albion Financial Group increased its ORIX (IX) stake by 15% in Q3 2026, buying an estimated $2.77K and bringing the position to 545 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Albion Financial Group first reported a position in IX in Q4 2024 and has held it in 8 quarters since. 81 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Albion Financial Group held 545 shares of ORIX worth $20.5K as of Q3 2026.
  • Albion Financial Group bought 70 ORIX shares in Q3 2026, an estimated $2.77K.
  • ORIX made up ﹤0.01% of Albion Financial Group's portfolio in Q3 2026, its #361 holding.
  • Albion Financial Group first reported a position in ORIX in Q4 2024 and has held it in 8 quarters since.
  • 81 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Albion Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.