Golden State Wealth Management’s ORIX IX Stock Holding History

Golden State 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 Q1	$1.05K	Hold	35	–	–	﹤0.01%	1443
2025 Q4	$1.02K	Hold	35	–	–	﹤0.01%	1511
2025 Q3	$914	Hold	35	–	–	﹤0.01%	1515
2025 Q2	$788	Hold	35	–	–	﹤0.01%	1457
2025 Q1	$731	Hold	35	–	–	﹤0.01%	1459
2024 Q4	$744	Buy	+35	New	+$767	﹤0.01%	1390

Other funds holding IX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Golden State Wealth Management's IX Position: Q1 2026 in Review

Golden State Wealth Management held its ORIX (IX) position steady in Q1 2026 at 35 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Golden State Wealth Management first reported a position in IX in Q4 2024 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

Golden State Wealth Management held 35 shares of ORIX worth $1.05K as of Q1 2026.
Golden State Wealth Management left its ORIX share count unchanged in Q1 2026.
ORIX made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1443 holding.
Golden State Wealth Management first reported a position in ORIX in Q4 2024 and has held it in 6 quarters since.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.