First Affirmative Financial Network’s ORIX IX Stock Holding History

First Affirmative Financial Network’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 Q1	$432K	Buy	+14,417	New	+$458K	0.17%	153
2025 Q3	$342K	Sell	13,077 -2,319	-15%	-$57.5K	0.16%	162
2025 Q2	$347K	Buy	15,396 +684	+5%	+$14K	0.18%	152
2025 Q1	$307K	Sell	14,712 -1,278	-8%	-$26.8K	0.19%	154
2024 Q4	$340K	Buy	15,990 +15	+0.1%	+$329	0.2%	140
2024 Q3	$371K	Buy	15,975 +3,465	+28%	+$81.4K	0.2%	138
2024 Q2	$278K	Buy	12,510 +1,120	+10%	+$23.9K	0.19%	165
2024 Q1	$251K	Buy	11,390 +470	+4%	+$9.55K	0.19%	181
2023 Q4	$204K	Buy	+10,920	New	+$199K	0.16%	209

Other funds holding IX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Affirmative Financial Network's IX Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in ORIX (IX) in Q1 2026: 14,417 shares worth $432K. The stake represents 0.17% of the portfolio and ranks #153 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in IX as recently as Q3 2025.

First Affirmative Financial Network first reported a position in IX in Q4 2023 and has held it in 9 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

First Affirmative Financial Network held 14,417 shares of ORIX worth $432K as of Q1 2026.
ORIX was a new First Affirmative Financial Network position in Q1 2026.
ORIX made up 0.17% of First Affirmative Financial Network's portfolio in Q1 2026, its #153 holding.
First Affirmative Financial Network first reported a position in ORIX in Q4 2023 and has held it in 9 quarters since.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.