Independent Advisor Alliance
IX icon

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
Q3 		$518K Buy
15,184
+2,507
+20% +$99.2K 0.01% 653
2026
Q2 		$482K Buy
+12,677
New +$451K 0.01% 679

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Independent Advisor Alliance's IX Position: Q3 2026 in Review

Independent Advisor Alliance increased its ORIX (IX) stake by 20% in Q3 2026, buying an estimated $99.2K and bringing the position to 15,184 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #653.

Independent Advisor Alliance first reported a position in IX in Q2 2026 and has held it in 2 quarters since. 288 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Independent Advisor Alliance held 15,184 shares of ORIX worth $518K as of Q3 2026.
  • Independent Advisor Alliance bought 2,507 ORIX shares in Q3 2026, an estimated $99.2K.
  • ORIX made up 0.01% of Independent Advisor Alliance's portfolio in Q3 2026, its #653 holding.
  • Independent Advisor Alliance first reported a position in ORIX in Q2 2026 and has held it in 2 quarters since.
  • 288 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Independent Advisor Alliance's 13F filing for Q3 2026, filed 10 Nov 2026.