Continuum Advisory’s ORIX IX Stock Holding History

Continuum Advisory’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	$6.12K	Buy	+161	New	+$5.73K	﹤0.01%	1412
2025 Q2	–	Sell	-85	Closed	-$1.78K	–	1013
2025 Q1	$1.78K	Sell	85 -100	-54%	-$2.1K	﹤0.01%	1377
2024 Q4	$3.93K	Hold	185	–	–	﹤0.01%	1198
2024 Q3	$4.01K	Hold	185	–	–	﹤0.01%	1221
2024 Q2	$4.12K	Sell	185 -25	-12%	-$534	﹤0.01%	1117
2024 Q1	$4.68K	Buy	+210	New	+$4.27K	﹤0.01%	1078

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

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 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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Continuum Advisory's IX Position: Q2 2026 in Review

Continuum Advisory opened a new position in ORIX (IX) in Q2 2026: 161 shares worth $6.12K. The stake represents ﹤0.01% of the portfolio and ranks #1412 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in IX as recently as Q1 2025.

Continuum Advisory first reported a position in IX in Q1 2024 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Continuum Advisory held 161 shares of ORIX worth $6.12K as of Q2 2026.
ORIX was a new Continuum Advisory position in Q2 2026.
ORIX made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1412 holding.
Continuum Advisory first reported a position in ORIX in Q1 2024 and has held it in 6 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.