FGC
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Financial Gravity Companies’s ORIX IX Stock Holding History

Financial Gravity Companies’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 		$38 Buy
+1
New +$36 ﹤0.01% 963
2018
Q4 		$37K Buy
+2,480
New +$38.9K 0.03% 407
2018
Q1 		$38K Buy
2,120
+2,085
+5,957% +$37.7K 0.04% 400
2017
Q4 		$1K Buy
+35
New +$593 ﹤0.01% 1140

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

Financial Gravity Companies's IX Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in ORIX (IX) in Q2 2026: 1 share worth $38. The stake represents ﹤0.01% of the portfolio and ranks #963 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IX as recently as Q4 2018.

Financial Gravity Companies first reported a position in IX in Q4 2017 and has held it in 4 quarters since. The position peaked at $38K in Q1 2018. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Financial Gravity Companies held 1 share of ORIX worth $38 as of Q2 2026.
  • ORIX was a new Financial Gravity Companies position in Q2 2026.
  • ORIX made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #963 holding.
  • Financial Gravity Companies first reported a position in ORIX in Q4 2017 and has held it in 4 quarters since.
  • Financial Gravity Companies's ORIX position peaked at $38K in Q1 2018.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.