Allworth Financial’s ORIX IX Stock Holding History

Allworth Financial’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	$70.4K	Buy	1,850 +167	+10%	+$5.94K	﹤0.01%	2202
2026 Q1	$50.5K	Buy	1,683 +650	+63%	+$20.6K	﹤0.01%	2322
2025 Q4	$30.2K	Buy	1,033 +149	+17%	+$3.94K	﹤0.01%	2534
2025 Q3	$23.1K	Buy	884 +270	+44%	+$6.7K	﹤0.01%	2612
2025 Q2	$13.8K	Hold	614	–	–	﹤0.01%	2736
2025 Q1	$12.5K	Sell	614 -96	-14%	-$2.01K	﹤0.01%	2328
2024 Q4	$15K	Buy	710 +115	+19%	+$2.52K	﹤0.01%	2271
2024 Q3	$13.8K	Sell	595 -65	-10%	-$1.53K	﹤0.01%	2115
2024 Q2	$15.4K	Buy	660 +465	+238%	+$9.93K	﹤0.01%	2035
2024 Q1	$4.3K	Sell	195 -5	-3%	-$102	﹤0.01%	2467
2023 Q4	$3.74K	Buy	200 +90	+82%	+$1.64K	﹤0.01%	2392
2023 Q3	$2.07K	Buy	+110	New	+$2.06K	﹤0.01%	2529
2022 Q4	–	Sell	-185	Closed	-$3K	–	3103
2022 Q3	$3K	Sell	185 -110	-37%	-$1.8K	﹤0.01%	2038
2022 Q2	$5K	Buy	+295	New	+$5.36K	﹤0.01%	1757
2018 Q3	–	Sell	-115	Closed	-$2K	–	940
2018 Q2	$2K	Buy	+115	New	+$1.99K	﹤0.01%	803

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

Allworth Financial's IX Position: Q2 2026 in Review

Allworth Financial increased its ORIX (IX) stake by 9.9% in Q2 2026, buying an estimated $5.94K and bringing the position to 1,850 shares worth $70.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

Allworth Financial first reported a position in IX in Q2 2018 and has held it in 15 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Allworth Financial held 1,850 shares of ORIX worth $70.4K as of Q2 2026.
Allworth Financial bought 167 ORIX shares in Q2 2026, an estimated $5.94K.
ORIX made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2202 holding.
Allworth Financial first reported a position in ORIX in Q2 2018 and has held it in 15 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.