Financial Network Wealth Advisors
IX icon

Financial Network Wealth Advisors’s ORIX IX Stock Holding History

Financial Network 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
Q3 		$2.04K Hold
54
– – ﹤0.01% 737
2026
Q2 		$2.05K Buy
54
+11
+26% +$391 ﹤0.01% 699
2026
Q1 		$1.29K Buy
+43
New +$1.36K ﹤0.01% 721

Other funds holding IX

Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Ativo Capital Management
Ativo Capital Management Chicago, Illinois $129M AUM 13.3% 1-Year Est. Return
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee) Memphis, Tennessee $2.19B AUM 46.65% 1-Year Est. Return

Financial Network Wealth Advisors's IX Position: Q3 2026 in Review

Financial Network Wealth Advisors held its ORIX (IX) position steady in Q3 2026 at 54 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Financial Network Wealth Advisors first reported a position in IX in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.05K in Q2 2026. 95 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Financial Network Wealth Advisors held 54 shares of ORIX worth $2.04K as of Q3 2026.
  • Financial Network Wealth Advisors left its ORIX share count unchanged in Q3 2026.
  • ORIX made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q3 2026, its #737 holding.
  • Financial Network Wealth Advisors first reported a position in ORIX in Q1 2026 and has held it in 3 quarters since.
  • Financial Network Wealth Advisors's ORIX position peaked at $2.05K in Q2 2026.
  • 95 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.