Independent Advisor Alliance’s ORIX IX Stock Holding History

Independent Advisor Alliance’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	$482K	Buy	+12,677	New	+$451K	0.01%	679

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

Independent Advisor Alliance's IX Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in ORIX (IX) in Q2 2026: 12,677 shares worth $482K. The stake represents 0.01% of the portfolio and ranks #679 among its holdings.

320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Independent Advisor Alliance held 12,677 shares of ORIX worth $482K as of Q2 2026.
ORIX was a new Independent Advisor Alliance position in Q2 2026.
ORIX made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #679 holding.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.