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Atomi Financial Group’s ORIX IX Stock Holding History

Atomi 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 		$969K Buy
25,465
+2,305
+10% +$82K 0.03% 485
2026
Q1 		$695K Buy
23,160
+4,404
+23% +$140K 0.02% 570
2025
Q4 		$548K Buy
18,756
+1,867
+11% +$49.4K 0.02% 646
2025
Q3 		$441K Buy
16,889
+1,518
+10% +$37.6K 0.01% 696
2025
Q2 		$346K Sell
15,371
-490
-3% -$10.1K 0.01% 748
2025
Q1 		$331K Buy
15,861
+2,921
+23% +$61.2K 0.02% 717
2024
Q4 		$275K Sell
12,940
-940
-7% -$20.6K 0.01% 767
2024
Q3 		$322K Buy
13,880
+2,675
+24% +$62.9K 0.02% 640
2024
Q2 		$249K Buy
11,205
+1,560
+16% +$33.3K 0.02% 656
2024
Q1 		$213K Buy
+9,645
New +$196K 0.02% 657

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
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
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

Atomi Financial Group increased its ORIX (IX) stake by 10% in Q2 2026, buying an estimated $82K and bringing the position to 25,465 shares worth $969K. The position accounts for 0.03% of the portfolio, ranked #485.

Atomi Financial Group first reported a position in IX in Q1 2024 and has held it in 10 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Atomi Financial Group held 25,465 shares of ORIX worth $969K as of Q2 2026.
  • Atomi Financial Group bought 2,305 ORIX shares in Q2 2026, an estimated $82K.
  • ORIX made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #485 holding.
  • Atomi Financial Group first reported a position in ORIX in Q1 2024 and has held it in 10 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.