Gibbs Wealth Management’s ORIX IX Stock Holding History

Gibbs Wealth Management’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	–	Sell	-6,315	Closed	-$240K	–	525
2026 Q2	$240K	Buy	+6,315	New	+$225K	0.03%	426

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

Gibbs Wealth Management's IX Position: Q3 2026 in Review

Gibbs Wealth Management sold out of ORIX (IX) in Q3 2026, closing a stake of 6,315 shares — an estimated $240K sold.

Gibbs Wealth Management first reported a position in IX in Q2 2026 and held it in 1 quarter. The position peaked at $240K in Q2 2026. 288 funds tracked by Wall St. Rank hold IX as of Q3 2026.

Gibbs Wealth Management reported no remaining ORIX position as of Q3 2026 after selling out during the quarter.
Gibbs Wealth Management sold 6,315 ORIX shares in Q3 2026, an estimated $240K.
Gibbs Wealth Management first reported a position in ORIX in Q2 2026 and held it in 1 quarter.
Gibbs Wealth Management's ORIX position peaked at $240K in Q2 2026.
288 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Gibbs Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.