IMA Advisory Services’s ORIX IX Stock Holding History

IMA Advisory Services’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	$5.17K	Buy	136 +51	+60%	+$1.81K	﹤0.01%	904
2026 Q1	$2.55K	Sell	85 -8	-9%	-$254	﹤0.01%	591
2025 Q4	$2.72K	Buy	+93	New	+$2.46K	﹤0.01%	590

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

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 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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

IMA Advisory Services's IX Position: Q2 2026 in Review

IMA Advisory Services increased its ORIX (IX) stake by 60% in Q2 2026, buying an estimated $1.81K and bringing the position to 136 shares worth $5.17K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

IMA Advisory Services first reported a position in IX in Q4 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

IMA Advisory Services held 136 shares of ORIX worth $5.17K as of Q2 2026.
IMA Advisory Services bought 51 ORIX shares in Q2 2026, an estimated $1.81K.
ORIX made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #904 holding.
IMA Advisory Services first reported a position in ORIX in Q4 2025 and has held it in 3 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.