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 Q3	$583K	Buy	+15,470	New	+$612K	0.13%	158
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%	+$9.6K	0.19%	181
2023 Q4	$204K	Buy	+10,920	New	+$199K	0.16%	209

Other funds holding IX

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

First Affirmative Financial Network's IX Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in ORIX (IX) in Q3 2026: 15,470 shares worth $583K. The stake represents 0.13% of the portfolio and ranks #158 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in IX as recently as Q1 2026.

First Affirmative Financial Network first reported a position in IX in Q4 2023 and has held it in 10 quarters since. 73 funds tracked by Wall St. Rank hold IX as of Q3 2026.

First Affirmative Financial Network held 15,470 shares of ORIX worth $583K as of Q3 2026.
ORIX was a new First Affirmative Financial Network position in Q3 2026.
ORIX made up 0.13% of First Affirmative Financial Network's portfolio in Q3 2026, its #158 holding.
First Affirmative Financial Network first reported a position in ORIX in Q4 2023 and has held it in 10 quarters since.
73 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.