AFC
IX icon

Ares Financial Consulting’s ORIX IX Stock Holding History

Ares Financial Consulting’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 		$56.7K Hold
1,490
– – 0.04% 210
2026
Q1 		$45.4K Buy
+1,490
New +$47.3K 0.04% 231

Other funds holding IX

TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Ares Financial Consulting's IX Position: Q2 2026 in Review

Ares Financial Consulting held its ORIX (IX) position steady in Q2 2026 at 1,490 shares worth $56.7K. The position accounts for 0.04% of the portfolio, ranked #210.

Ares Financial Consulting first reported a position in IX in Q1 2026 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Ares Financial Consulting held 1,490 shares of ORIX worth $56.7K as of Q2 2026.
  • Ares Financial Consulting left its ORIX share count unchanged in Q2 2026.
  • ORIX made up 0.04% of Ares Financial Consulting's portfolio in Q2 2026, its #210 holding.
  • Ares Financial Consulting first reported a position in ORIX in Q1 2026 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.