Focus Partners Wealth
IX icon

Focus Partners Wealth’s ORIX IX Stock Holding History

Focus Partners Wealth’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 		$1.05M Buy
34,583
+5,417
+19% +$172K ﹤0.01% 1599
2025
Q4 		$852K Buy
29,166
+21,191
+266% +$561K ﹤0.01% 1698
2025
Q3 		$208K Sell
7,975
-2,203
-22% -$54.6K ﹤0.01% 2036
2025
Q2 		$229K Buy
+10,178
New +$209K ﹤0.01% 1804

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Focus Partners Wealth's IX Position: Q1 2026 in Review

Focus Partners Wealth increased its ORIX (IX) stake by 19% in Q1 2026, buying an estimated $172K and bringing the position to 34,583 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Focus Partners Wealth first reported a position in IX in Q2 2025 and has held it in 4 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Focus Partners Wealth held 34,583 shares of ORIX worth $1.05M as of Q1 2026.
  • Focus Partners Wealth bought 5,417 ORIX shares in Q1 2026, an estimated $172K.
  • ORIX made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1599 holding.
  • Focus Partners Wealth first reported a position in ORIX in Q2 2025 and has held it in 4 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.