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EP Wealth Advisors’s ORIX IX Stock Holding History

EP Wealth Advisors’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 		$295K Buy
7,743
+985
+15% +$35K ﹤0.01% 1309
2026
Q1 		$203K Buy
+6,758
New +$214K ﹤0.01% 1406

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

EP Wealth Advisors's IX Position: Q2 2026 in Review

EP Wealth Advisors increased its ORIX (IX) stake by 15% in Q2 2026, buying an estimated $35K and bringing the position to 7,743 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

EP Wealth Advisors first reported a position in IX in Q1 2026 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • EP Wealth Advisors held 7,743 shares of ORIX worth $295K as of Q2 2026.
  • EP Wealth Advisors bought 985 ORIX shares in Q2 2026, an estimated $35K.
  • ORIX made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1309 holding.
  • EP Wealth Advisors first reported a position in ORIX in Q1 2026 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

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