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Bell Investment Advisors’s ORIX IX Stock Holding History

Bell Investment Advisors’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 		$17.3K Hold
456
– – ﹤0.01% 523
2026
Q1 		$13.7K Buy
456
+221
+94% +$7.01K ﹤0.01% 569
2025
Q4 		$6.87K Buy
235
+95
+68% +$2.52K ﹤0.01% 855
2025
Q3 		$3.66K Hold
140
– – ﹤0.01% 1071
2025
Q2 		$3.15K Sell
140
-49
-26% -$1.01K ﹤0.01% 1179
2025
Q1 		$3.95K Buy
189
+49
+35% +$1.03K ﹤0.01% 1021
2024
Q4 		$2.98K Sell
140
-25
-15% -$548 ﹤0.01% 1174
2024
Q3 		$3.83K Hold
165
– – ﹤0.01% 1075
2024
Q2 		$3.67K Buy
165
+25
+18% +$534 ﹤0.01% 1078
2024
Q1 		$3.09K Hold
140
– – ﹤0.01% 1155
2023
Q4 		$2.62K Sell
140
-35
-20% -$637 ﹤0.01% 1213
2023
Q3 		$3.29K Buy
175
+30
+21% +$561 ﹤0.01% 1027
2023
Q2 		$2.65K Hold
145
– – ﹤0.01% 1154
2023
Q1 		$2.38K Sell
145
-25
-15% -$428 ﹤0.01% 1165
2022
Q4 		$2.74K Sell
170
-70
-29% -$1.06K ﹤0.01% 1113
2022
Q3 		$3K Sell
240
-35
-13% -$572 ﹤0.01% 924
2022
Q2 		$5K Buy
+275
New +$5K ﹤0.01% 705
2021
Q4 		$6K Sell
280
-260
-48% -$5.18K ﹤0.01% 690
2021
Q3 		$10K Buy
+540
New +$9.94K ﹤0.01% 456

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

Bell Investment Advisors's IX Position: Q2 2026 in Review

Bell Investment Advisors held its ORIX (IX) position steady in Q2 2026 at 456 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Bell Investment Advisors first reported a position in IX in Q3 2021 and has held it in 19 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Bell Investment Advisors held 456 shares of ORIX worth $17.3K as of Q2 2026.
  • Bell Investment Advisors left its ORIX share count unchanged in Q2 2026.
  • ORIX made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #523 holding.
  • Bell Investment Advisors first reported a position in ORIX in Q3 2021 and has held it in 19 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.