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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
Q1 		$203K Buy
+6,758
New +$214K ﹤0.01% 1406

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EP Wealth Advisors's IX Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in ORIX (IX) in Q1 2026: 6,758 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1406 among its holdings.

280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • EP Wealth Advisors held 6,758 shares of ORIX worth $203K as of Q1 2026.
  • ORIX was a new EP Wealth Advisors position in Q1 2026.
  • ORIX made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1406 holding.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.