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Essential Partners’s ORIX IX Stock Holding History

Essential Partners’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 		$6.39K Buy
168
+116
+223% +$4.13K ﹤0.01% 1428
2026
Q1 		$1.56K Buy
52
+10
+24% +$317 ﹤0.01% 2095
2025
Q4 		$1.23K Buy
42
+2
+5% +$53 ﹤0.01% 1963
2025
Q3 		$1.04K Buy
+40
New +$992 ﹤0.01% 2010

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

Essential Partners's IX Position: Q2 2026 in Review

Essential Partners increased its ORIX (IX) stake by 223% in Q2 2026, buying an estimated $4.13K and bringing the position to 168 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Essential Partners first reported a position in IX in Q3 2025 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Essential Partners held 168 shares of ORIX worth $6.39K as of Q2 2026.
  • Essential Partners bought 116 ORIX shares in Q2 2026, an estimated $4.13K.
  • ORIX made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1428 holding.
  • Essential Partners first reported a position in ORIX in Q3 2025 and has held it in 4 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.