Brown, Lisle/Cummings
IX icon

Brown, Lisle/Cummings’s ORIX IX Stock Holding History

Brown, Lisle/Cummings’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 		$3.04K Hold
81
– – ﹤0.01% 795
2026
Q2 		$3.07K Sell
81
-135
-63% -$4.8K ﹤0.01% 779
2026
Q1 		$6.47K Buy
216
+135
+167% +$4.28K ﹤0.01% 643
2025
Q4 		$2.36K Hold
81
– – ﹤0.01% 624
2025
Q3 		$2.11K Hold
81
– – ﹤0.01% 646
2025
Q2 		$1.82K Buy
81
+1
+1% +$21 ﹤0.01% 659
2025
Q1 		$1.67K Buy
+80
New +$1.68K ﹤0.01% 665

Other funds holding IX

Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee) Memphis, Tennessee $2.19B AUM 46.65% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Brown, Lisle/Cummings's IX Position: Q3 2026 in Review

Brown, Lisle/Cummings held its ORIX (IX) position steady in Q3 2026 at 81 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Brown, Lisle/Cummings first reported a position in IX in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.47K in Q1 2026. 81 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Brown, Lisle/Cummings held 81 shares of ORIX worth $3.04K as of Q3 2026.
  • Brown, Lisle/Cummings left its ORIX share count unchanged in Q3 2026.
  • ORIX made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q3 2026, its #795 holding.
  • Brown, Lisle/Cummings first reported a position in ORIX in Q1 2025 and has held it in 7 quarters since.
  • Brown, Lisle/Cummings's ORIX position peaked at $6.47K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2026, filed 16 Oct 2026.