FFA
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Farther Finance Advisors’s ORIX IX Stock Holding History

Farther Finance 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 		$148K Buy
3,894
+291
+8% +$10.4K ﹤0.01% 2448
2026
Q1 		$110K Buy
3,603
+391
+12% +$12.4K ﹤0.01% 2445
2025
Q4 		$93.9K Buy
3,212
+1,160
+57% +$30.7K ﹤0.01% 2384
2025
Q3 		$53.6K Buy
2,052
+57
+3% +$1.41K ﹤0.01% 2399
2025
Q2 		$44.9K Buy
1,995
+432
+28% +$8.87K ﹤0.01% 2186
2025
Q1 		$32.6K Sell
1,563
-772
-33% -$16.2K ﹤0.01% 2123
2024
Q4 		$49.6K Buy
2,335
+10
+0.4% +$219 ﹤0.01% 1669
2024
Q3 		$54K Buy
2,325
+20
+0.9% +$470 ﹤0.01% 1604
2024
Q2 		$51.2K Buy
2,305
+890
+63% +$19K ﹤0.01% 1406
2024
Q1 		$29.7K Buy
1,415
+85
+6% +$1.73K ﹤0.01% 1370
2023
Q4 		$24.9K Buy
1,330
+1,170
+731% +$21.3K ﹤0.01% 1273
2023
Q3 		$3K Buy
160
+140
+700% +$2.62K ﹤0.01% 1699
2023
Q2 		$365 Hold
20
– – ﹤0.01% 2237
2023
Q1 		$328 Hold
20
– – ﹤0.01% 2105
2022
Q4 		$322 Buy
+20
New +$304 ﹤0.01% 1932

Other funds holding IX

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Farther Finance Advisors's IX Position: Q2 2026 in Review

Farther Finance Advisors increased its ORIX (IX) stake by 8.1% in Q2 2026, buying an estimated $10.4K and bringing the position to 3,894 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

Farther Finance Advisors first reported a position in IX in Q4 2022 and has held it in 15 quarters since. 40 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Farther Finance Advisors held 3,894 shares of ORIX worth $148K as of Q2 2026.
  • Farther Finance Advisors bought 291 ORIX shares in Q2 2026, an estimated $10.4K.
  • ORIX made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2448 holding.
  • Farther Finance Advisors first reported a position in ORIX in Q4 2022 and has held it in 15 quarters since.
  • 40 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.