Atomi Financial Group
IX icon

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
Q3 		$1.48M Buy
39,302
+13,837
+54% +$548K 0.04% 344
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 $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

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

Atomi Financial Group increased its ORIX (IX) stake by 54% in Q3 2026, buying an estimated $548K and bringing the position to 39,302 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #344.

Atomi Financial Group first reported a position in IX in Q1 2024 and has held it in 11 quarters since. 288 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Atomi Financial Group held 39,302 shares of ORIX worth $1.48M as of Q3 2026.
  • Atomi Financial Group bought 13,837 ORIX shares in Q3 2026, an estimated $548K.
  • ORIX made up 0.04% of Atomi Financial Group's portfolio in Q3 2026, its #344 holding.
  • Atomi Financial Group first reported a position in ORIX in Q1 2024 and has held it in 11 quarters since.
  • 288 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.