Ameritas Advisory Services’s ORIX IX Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-35	Closed	-$914	–	1551
2025 Q3	$914	Sell	35 -500	-93%	-$12.4K	﹤0.01%	2066
2025 Q2	$12K	Buy	+535	New	+$11K	﹤0.01%	1941
2023 Q2	–	Sell	-50	Closed	-$856	–	1570
2023 Q1	$856	Buy	+50	New	+$857	﹤0.01%	2573

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

TRSOTSOK

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

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

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Ameritas Advisory Services's IX Position: Q4 2025 in Review

Ameritas Advisory Services sold out of ORIX (IX) in Q4 2025, closing a stake of 35 shares — an estimated $914 sold.

Ameritas Advisory Services first reported a position in IX in Q1 2023 and held it in 3 quarters. The position peaked at $12K in Q2 2025. 241 funds tracked by Wall St. Rank hold IX as of Q4 2025.

Ameritas Advisory Services reported no remaining ORIX position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 35 ORIX shares in Q4 2025, an estimated $914.
Ameritas Advisory Services first reported a position in ORIX in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's ORIX position peaked at $12K in Q2 2025.
241 funds tracked by Wall St. Rank held ORIX as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.