CX Institutional
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CX Institutional’s ORIX IX Stock Holding History

CX Institutional’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 		$2K Hold
50
– – ﹤0.01% 1567
2026
Q2 		$2K Hold
50
– – ﹤0.01% 1472
2026
Q1 		$1K Sell
50
-45
-47% -$1.43K ﹤0.01% 1512
2025
Q4 		$3K Buy
95
+45
+90% +$1.19K ﹤0.01% 1324
2025
Q3 		$1K Hold
50
– – ﹤0.01% 1350
2025
Q2 		$1K Hold
50
– – ﹤0.01% 1187
2025
Q1 		$1K Buy
+50
New +$1.05K ﹤0.01% 1173

Other funds holding IX

Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Boston Common Asset Management
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
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Hennion & Walsh Asset Management
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
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

CX Institutional's IX Position: Q3 2026 in Review

CX Institutional held its ORIX (IX) position steady in Q3 2026 at 50 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

CX Institutional first reported a position in IX in Q1 2025 and has held it in 7 quarters since. The position peaked at $3K in Q4 2025. 42 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • CX Institutional held 50 shares of ORIX worth $2K as of Q3 2026.
  • CX Institutional left its ORIX share count unchanged in Q3 2026.
  • ORIX made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1567 holding.
  • CX Institutional first reported a position in ORIX in Q1 2025 and has held it in 7 quarters since.
  • CX Institutional's ORIX position peaked at $3K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.