Golden State Wealth Management
IX icon

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
Q3 		– Sell
-35
Closed -$1.33K – 1621
2026
Q2 		$1.33K Hold
35
– – ﹤0.01% 1451
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
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Golden State Wealth Management's IX Position: Q3 2026 in Review

Golden State Wealth Management sold out of ORIX (IX) in Q3 2026, closing a stake of 35 shares — an estimated $1.33K sold.

Golden State Wealth Management first reported a position in IX in Q4 2024 and held it in 7 quarters. The position peaked at $1.33K in Q2 2026. 197 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Golden State Wealth Management reported no remaining ORIX position as of Q3 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 35 ORIX shares in Q3 2026, an estimated $1.33K.
  • Golden State Wealth Management first reported a position in ORIX in Q4 2024 and held it in 7 quarters.
  • Golden State Wealth Management's ORIX position peaked at $1.33K in Q2 2026.
  • 197 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Golden State Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.