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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
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

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 Planning Group's IX Position: Q2 2026 in Review

Cornerstone Planning Group held its ORIX (IX) position steady in Q2 2026 at 30 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Cornerstone Planning Group first reported a position in IX in Q3 2023 and has held it in 12 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Cornerstone Planning Group held 30 shares of ORIX worth $1.22K as of Q2 2026.
  • Cornerstone Planning Group left its ORIX share count unchanged in Q2 2026.
  • ORIX made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1445 holding.
  • Cornerstone Planning Group first reported a position in ORIX in Q3 2023 and has held it in 12 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.