Corient Private Wealth
IX icon

Corient Private Wealth’s ORIX IX Stock Holding History

Corient Private Wealth’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 		$1.74M Buy
45,724
+3,113
+7% +$111K ﹤0.01% 1480
2026
Q1 		$1.25M Buy
42,611
+7,497
+21% +$238K ﹤0.01% 1518
2025
Q4 		$1.03M Buy
35,114
+367
+1% +$9.72K ﹤0.01% 1500
2025
Q3 		$908K Buy
34,747
+3,180
+10% +$78.9K ﹤0.01% 1475
2025
Q2 		$711K Buy
31,567
+10,643
+51% +$219K ﹤0.01% 1516
2025
Q1 		$437K Sell
20,924
-1,496
-7% -$31.4K ﹤0.01% 1659
2024
Q4 		$476K Sell
22,420
-10,455
-32% -$229K ﹤0.01% 1646
2024
Q3 		$763K Buy
32,875
+9,800
+42% +$230K ﹤0.01% 1529
2024
Q2 		$514K Buy
23,075
+2,230
+11% +$47.6K ﹤0.01% 1624
2024
Q1 		$459K Buy
20,845
+210
+1% +$4.27K ﹤0.01% 1678
2023
Q4 		$385K Sell
20,635
-285
-1% -$5.18K ﹤0.01% 1745
2023
Q3 		$393K Buy
20,920
+3,775
+22% +$70.5K ﹤0.01% 1621
2023
Q2 		$313K Buy
17,145
+20
+0.1% +$347 ﹤0.01% 1674
2023
Q1 		$281K Buy
+17,125
New +$293K ﹤0.01% 1643

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
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
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Corient Private Wealth's IX Position: Q2 2026 in Review

Corient Private Wealth increased its ORIX (IX) stake by 7.3% in Q2 2026, buying an estimated $111K and bringing the position to 45,724 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Corient Private Wealth first reported a position in IX in Q1 2023 and has held it in 14 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Corient Private Wealth held 45,724 shares of ORIX worth $1.74M as of Q2 2026.
  • Corient Private Wealth bought 3,113 ORIX shares in Q2 2026, an estimated $111K.
  • ORIX made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1480 holding.
  • Corient Private Wealth first reported a position in ORIX in Q1 2023 and has held it in 14 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.