Focus Partners Advisor Solutions’s ORIX IX Stock Holding History

Focus Partners Advisor Solutions’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	$288K	Buy	+7,646	New	+$303K	﹤0.01%	1117

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Focus Partners Advisor Solutions's IX Position: Q3 2026 in Review

Focus Partners Advisor Solutions opened a new position in ORIX (IX) in Q3 2026: 7,646 shares worth $288K. The stake represents ﹤0.01% of the portfolio and ranks #1117 among its holdings.

288 funds tracked by Wall St. Rank hold IX as of Q3 2026.

Focus Partners Advisor Solutions held 7,646 shares of ORIX worth $288K as of Q3 2026.
ORIX was a new Focus Partners Advisor Solutions position in Q3 2026.
ORIX made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q3 2026, its #1117 holding.
288 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2026, filed 10 Nov 2026.