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Halbert Hargrove Global Advisors’s ORIX IX Stock Holding History

Halbert Hargrove Global Advisors’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
Q2 		$1.04K Buy
+27
New +$960 ﹤0.01% 439
2025
Q2 		– Sell
-7
Closed -$149 – 484
2025
Q1 		$149 Buy
+7
New +$147 ﹤0.01% 613

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Halbert Hargrove Global Advisors's IX Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in ORIX (IX) in Q2 2026: 27 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #439 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in IX as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in IX in Q1 2025 and has held it in 2 quarters since. 319 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Halbert Hargrove Global Advisors held 27 shares of ORIX worth $1.04K as of Q2 2026.
  • ORIX was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • ORIX made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #439 holding.
  • Halbert Hargrove Global Advisors first reported a position in ORIX in Q1 2025 and has held it in 2 quarters since.
  • 319 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.