Atria Investments’s ORIX IX Stock Holding History

Atria Investments’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	$935K	Sell	24,589 -1,436	-6%	-$51.1K	0.01%	1159
2026 Q1	$780K	Buy	26,025 +18,677	+254%	+$593K	0.01%	1201
2025 Q4	$215K	Buy	+7,348	New	+$195K	﹤0.01%	1934
2018 Q4	–	Sell	-17,525	Closed	-$284K	–	959
2018 Q3	$284K	Buy	17,525 +685	+4%	+$11K	0.01%	787
2018 Q2	$266K	Buy	16,840 +2,195	+15%	+$37.9K	0.01%	772
2018 Q1	$263K	Sell	14,645 -955	-6%	-$17.3K	0.01%	720
2017 Q4	$265K	Buy	15,600 +1,400	+10%	+$23.7K	0.01%	693
2017 Q3	$230K	Buy	+14,200	New	+$228K	0.01%	696
2017 Q2	–	Sell	-13,550	Closed	-$201K	–	775
2017 Q1	$201K	Buy	13,550 +130	+1%	+$2.02K	0.01%	654
2016 Q4	$209K	Buy	+13,420	New	+$206K	0.02%	591

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

Atria Investments's IX Position: Q2 2026 in Review

Atria Investments reduced its ORIX (IX) stake by 5.5% in Q2 2026, selling an estimated $51.1K and leaving 24,589 shares worth $935K. The position accounts for 0.01% of the portfolio, ranked #1159.

Atria Investments first reported a position in IX in Q4 2016 and has held it in 10 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Atria Investments held 24,589 shares of ORIX worth $935K as of Q2 2026.
Atria Investments sold 1,436 ORIX shares in Q2 2026, an estimated $51.1K.
ORIX made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1159 holding.
Atria Investments first reported a position in ORIX in Q4 2016 and has held it in 10 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.