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Cornerstone Financial Management’s ORIX IX Stock Holding History

Cornerstone Financial 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
Q2 		$15K Buy
394
+157
+66% +$5.58K 0.01% 353
2026
Q1 		$7.11K Hold
237
– – 0.01% 388
2025
Q4 		$6.92K Buy
+237
New +$6.28K 0.01% 357

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

Cornerstone Financial Management's IX Position: Q2 2026 in Review

Cornerstone Financial Management increased its ORIX (IX) stake by 66% in Q2 2026, buying an estimated $5.58K and bringing the position to 394 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #353.

Cornerstone Financial Management first reported a position in IX in Q4 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Cornerstone Financial Management held 394 shares of ORIX worth $15K as of Q2 2026.
  • Cornerstone Financial Management bought 157 ORIX shares in Q2 2026, an estimated $5.58K.
  • ORIX made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #353 holding.
  • Cornerstone Financial Management first reported a position in ORIX in Q4 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.