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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

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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. 74 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.
  • 74 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.