James T. Borello
IX icon

James T. Borello’s ORIX IX Stock Holding History

James T. Borello’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 		$53K Sell
1,405
-1
-0.1% -$40 0.01% 238
2026
Q2 		$53.5K Buy
1,406
+536
+62% +$19.1K 0.01% 230
2026
Q1 		$26.1K Buy
870
+835
+2,386% +$26.5K 0.01% 317
2025
Q4 		$1.02K Buy
+35
New +$927 ﹤0.01% 872

Other funds holding IX

Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

James T. Borello's IX Position: Q3 2026 in Review

James T. Borello reduced its ORIX (IX) stake by 0.07% in Q3 2026, selling an estimated $40 and leaving 1,405 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #238.

James T. Borello first reported a position in IX in Q4 2025 and has held it in 4 quarters since. The position peaked at $53.5K in Q2 2026. 123 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • James T. Borello held 1,405 shares of ORIX worth $53K as of Q3 2026.
  • James T. Borello sold 1 ORIX share in Q3 2026, an estimated $40.
  • ORIX made up 0.01% of James T. Borello's portfolio in Q3 2026, its #238 holding.
  • James T. Borello first reported a position in ORIX in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello's ORIX position peaked at $53.5K in Q2 2026.
  • 123 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.