Cetera Investment Advisers
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Cetera Investment Advisers’s ORIX IX Stock Holding History

Cetera Investment Advisers’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 		$828K Buy
27,615
+12,931
+88% +$410K ﹤0.01% 3070
2025
Q4 		$429K Buy
14,684
+863
+6% +$22.8K ﹤0.01% 3571
2025
Q3 		$361K Buy
+13,821
New +$343K ﹤0.01% 3663

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

Cetera Investment Advisers's IX Position: Q1 2026 in Review

Cetera Investment Advisers increased its ORIX (IX) stake by 88% in Q1 2026, buying an estimated $410K and bringing the position to 27,615 shares worth $828K. The position accounts for ﹤0.01% of the portfolio, ranked #3070.

Cetera Investment Advisers first reported a position in IX in Q3 2025 and has held it in 3 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Cetera Investment Advisers held 27,615 shares of ORIX worth $828K as of Q1 2026.
  • Cetera Investment Advisers bought 12,931 ORIX shares in Q1 2026, an estimated $410K.
  • ORIX made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3070 holding.
  • Cetera Investment Advisers first reported a position in ORIX in Q3 2025 and has held it in 3 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.