First Command Advisory Services’s ORIX IX Stock Holding History

First Command Advisory Services’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	$7.04K	Buy	185 +145	+363%	+$5.16K	﹤0.01%	823
2026 Q1	$1.2K	Hold	40	–	–	﹤0.01%	1003
2025 Q4	$1.17K	Hold	40	–	–	﹤0.01%	714
2025 Q3	$1.04K	Hold	40	–	–	﹤0.01%	575
2025 Q2	$901	Hold	40	–	–	﹤0.01%	552
2025 Q1	$836	Buy	+40	New	+$839	﹤0.01%	568

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

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 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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

First Command Advisory Services's IX Position: Q2 2026 in Review

First Command Advisory Services increased its ORIX (IX) stake by 363% in Q2 2026, buying an estimated $5.16K and bringing the position to 185 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

First Command Advisory Services first reported a position in IX in Q1 2025 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

First Command Advisory Services held 185 shares of ORIX worth $7.04K as of Q2 2026.
First Command Advisory Services bought 145 ORIX shares in Q2 2026, an estimated $5.16K.
ORIX made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #823 holding.
First Command Advisory Services first reported a position in ORIX in Q1 2025 and has held it in 6 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.