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Brinker Capital Investments’s ORIX IX Stock Holding History

Brinker Capital 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 		$4.28M Buy
112,461
+15,920
+16% +$566K 0.03% 440
2026
Q1 		$2.9M Buy
96,541
+42,316
+78% +$1.34M 0.02% 575
2025
Q4 		$1.58M Buy
54,225
+1,821
+3% +$48.2K 0.01% 978
2025
Q3 		$1.37M Sell
52,404
-3,861
-7% -$95.8K 0.01% 1041
2025
Q2 		$1.27M Buy
56,265
+13,602
+32% +$279K 0.01% 1056
2025
Q1 		$891K Sell
42,663
-14,102
-25% -$296K 0.01% 1142
2024
Q4 		$1.21M Buy
56,765
+15,850
+39% +$347K 0.01% 947
2024
Q3 		$950K Buy
40,915
+670
+2% +$15.7K 0.01% 1065
2024
Q2 		$896K Sell
40,245
-1,705
-4% -$36.4K 0.01% 1036
2024
Q1 		$925K Sell
41,950
-290
-0.7% -$5.89K 0.01% 1021
2023
Q4 		$820K Sell
42,240
-550
-1% -$10K 0.01% 1036
2023
Q3 		$803K Sell
42,790
-1,050
-2% -$19.6K 0.01% 1024
2023
Q2 		$800K Sell
43,840
-1,575
-3% -$27.3K 0.01% 1037
2023
Q1 		$746K Buy
45,415
+2,370
+6% +$40.6K 0.01% 998
2022
Q4 		$693K Buy
43,045
+5,225
+14% +$79.4K 0.01% 873
2022
Q3 		$535K Buy
37,820
+1,960
+5% +$32K 0.01% 924
2022
Q2 		$604K Buy
35,860
+5,335
+17% +$96.9K 0.01% 913
2022
Q1 		$610K Buy
30,525
+530
+2% +$10.8K 0.01% 975
2021
Q4 		$611K Buy
29,995
+345
+1% +$6.87K 0.01% 990
2021
Q3 		$502K Hold
29,650
– – 0.01% 976
2021
Q2 		$502K Buy
+29,650
New +$506K 0.01% 1032

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

Brinker Capital Investments's IX Position: Q2 2026 in Review

Brinker Capital Investments increased its ORIX (IX) stake by 16% in Q2 2026, buying an estimated $566K and bringing the position to 112,461 shares worth $4.28M. The position accounts for 0.03% of the portfolio, ranked #440.

Brinker Capital Investments first reported a position in IX in Q2 2021 and has held it in 21 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Brinker Capital Investments held 112,461 shares of ORIX worth $4.28M as of Q2 2026.
  • Brinker Capital Investments bought 15,920 ORIX shares in Q2 2026, an estimated $566K.
  • ORIX made up 0.03% of Brinker Capital Investments's portfolio in Q2 2026, its #440 holding.
  • Brinker Capital Investments first reported a position in ORIX in Q2 2021 and has held it in 21 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.