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Cassaday & Co Wealth Management’s ORIX IX Stock Holding History

Cassaday & Co Wealth Management’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
Q1 		$300 Buy
+10
New +$317 ﹤0.01% 1229

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cassaday & Co Wealth Management's IX Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in ORIX (IX) in Q1 2026: 10 shares worth $300. The stake represents ﹤0.01% of the portfolio and ranks #1229 among its holdings.

280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Cassaday & Co Wealth Management held 10 shares of ORIX worth $300 as of Q1 2026.
  • ORIX was a new Cassaday & Co Wealth Management position in Q1 2026.
  • ORIX made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1229 holding.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.