FMP
IX icon

Financial Management Professionals’s ORIX IX Stock Holding History

Financial Management Professionals’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 		$18.4K Hold
483
– – ﹤0.01% 475
2026
Q1 		$14.5K Hold
483
– – ﹤0.01% 471
2025
Q4 		$14.1K Hold
483
– – ﹤0.01% 473
2025
Q3 		$12.6K Hold
483
– – ﹤0.01% 484
2025
Q2 		$10.9K Sell
483
-439
-48% -$9.01K ﹤0.01% 529
2025
Q1 		$19.3K Sell
922
-423
-31% -$8.87K ﹤0.01% 428
2024
Q4 		$28.6K Buy
1,345
+325
+32% +$7.12K ﹤0.01% 350
2024
Q3 		$24K Buy
1,020
+275
+37% +$6.46K ﹤0.01% 385
2024
Q2 		$17K Buy
745
+20
+3% +$427 ﹤0.01% 417
2024
Q1 		$16K Buy
725
+20
+3% +$407 ﹤0.01% 461
2023
Q4 		$13K Buy
705
+50
+8% +$909 ﹤0.01% 493
2023
Q3 		$12K Hold
655
– – ﹤0.01% 460
2023
Q2 		$12K Sell
655
-1,540
-70% -$26.7K ﹤0.01% 501
2023
Q1 		$36K Buy
2,195
+1,935
+744% +$33.2K 0.01% 312
2022
Q4 		$4K Buy
+260
New +$3.95K ﹤0.01% 658
2022
Q3 		– Sell
-625
Closed -$11K – 1015
2022
Q2 		$11K Sell
625
-45
-7% -$818 ﹤0.01% 484
2022
Q1 		$13K Buy
670
+435
+185% +$8.89K ﹤0.01% 463
2021
Q4 		$5K Buy
235
+85
+57% +$1.69K ﹤0.01% 590
2021
Q3 		$3K Hold
150
– – ﹤0.01% 661
2021
Q2 		$3K Hold
150
– – ﹤0.01% 606
2021
Q1 		$3K Buy
+150
New +$2.56K ﹤0.01% 532

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

Financial Management Professionals's IX Position: Q2 2026 in Review

Financial Management Professionals held its ORIX (IX) position steady in Q2 2026 at 483 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Financial Management Professionals first reported a position in IX in Q1 2021 and has held it in 21 quarters since. The position peaked at $36K in Q1 2023. 40 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Financial Management Professionals held 483 shares of ORIX worth $18.4K as of Q2 2026.
  • Financial Management Professionals left its ORIX share count unchanged in Q2 2026.
  • ORIX made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #475 holding.
  • Financial Management Professionals first reported a position in ORIX in Q1 2021 and has held it in 21 quarters since.
  • Financial Management Professionals's ORIX position peaked at $36K in Q1 2023.
  • 40 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.