Cornerstone Planning Group’s ORIX IX Stock Holding History

Cornerstone Planning Group’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	–	Sell	-30	Closed	-$1.22K	–	942
2026 Q2	$1.22K	Hold	30	–	–	﹤0.01%	1445
2026 Q1	$997	Hold	30	–	–	﹤0.01%	1464
2025 Q4	$910	Buy	30 +24	+400%	+$635	﹤0.01%	1375
2025 Q3	$631	Sell	6 -24	-80%	-$595	﹤0.01%	1425
2025 Q2	$702	Hold	30	–	–	﹤0.01%	1199
2025 Q1	$604	Hold	30	–	–	﹤0.01%	1246
2024 Q4	$636	Buy	30 +15	+100%	+$329	﹤0.01%	1069
2024 Q3	$320	Hold	15	–	–	﹤0.01%	1183
2024 Q2	$309	Hold	15	–	–	﹤0.01%	1142
2024 Q1	$314	Hold	15	–	–	﹤0.01%	988
2023 Q4	$280	Hold	15	–	–	﹤0.01%	835
2023 Q3	$282	Buy	+15	New	+$280	﹤0.01%	982

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

Cornerstone Planning Group's IX Position: Q3 2026 in Review

Cornerstone Planning Group sold out of ORIX (IX) in Q3 2026, closing a stake of 30 shares — an estimated $1.22K sold.

Cornerstone Planning Group first reported a position in IX in Q3 2023 and held it in 12 quarters. The position peaked at $1.22K in Q2 2026. 41 funds tracked by Wall St. Rank hold IX as of Q3 2026.

Cornerstone Planning Group reported no remaining ORIX position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 30 ORIX shares in Q3 2026, an estimated $1.22K.
Cornerstone Planning Group first reported a position in ORIX in Q3 2023 and held it in 12 quarters.
Cornerstone Planning Group's ORIX position peaked at $1.22K in Q2 2026.
41 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.