CoreCap Advisors’s ORIX IX Stock Holding History

CoreCap Advisors’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	$490	Sell	13 -13	-50%	-$514	﹤0.01%	2804
2026 Q2	$989	Buy	+26	New	+$925	﹤0.01%	2697

Other funds holding IX

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

HJIM

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

IRP

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

CoreCap Advisors's IX Position: Q3 2026 in Review

CoreCap Advisors reduced its ORIX (IX) stake by 50% in Q3 2026, selling an estimated $514 and leaving 13 shares worth $490. The position accounts for ﹤0.01% of the portfolio, ranked #2804.

CoreCap Advisors first reported a position in IX in Q2 2026 and has held it in 2 quarters since. The position peaked at $989 in Q2 2026. 39 funds tracked by Wall St. Rank hold IX as of Q3 2026.

CoreCap Advisors held 13 shares of ORIX worth $490 as of Q3 2026.
CoreCap Advisors sold 13 ORIX shares in Q3 2026, an estimated $514.
ORIX made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2804 holding.
CoreCap Advisors first reported a position in ORIX in Q2 2026 and has held it in 2 quarters since.
CoreCap Advisors's ORIX position peaked at $989 in Q2 2026.
39 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.