Janney Montgomery Scott’s ORIX IX Stock Holding History

Janney Montgomery Scott’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 Q1	$343K	Buy	+11,448	New	+$363K	﹤0.01%	2295
2024 Q2	–	Sell	-28,905	Closed	-$637K	–	2717
2024 Q1	$637K	Sell	28,905 -380	-1%	-$7.72K	﹤0.01%	1801
2023 Q4	$547K	Sell	29,285 -230	-0.8%	-$4.18K	﹤0.01%	1834
2023 Q3	$554K	Buy	29,515 +1,750	+6%	+$32.7K	﹤0.01%	1704
2023 Q2	$506K	Buy	27,765 +10,265	+59%	+$178K	﹤0.01%	1850
2023 Q1	$287K	Buy	+17,500	New	+$300K	﹤0.01%	2075

Other funds holding IX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janney Montgomery Scott's IX Position: Q1 2026 in Review

Janney Montgomery Scott opened a new position in ORIX (IX) in Q1 2026: 11,448 shares worth $343K. The stake represents ﹤0.01% of the portfolio and ranks #2295 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in IX as recently as Q1 2024.

Janney Montgomery Scott first reported a position in IX in Q1 2023 and has held it in 6 quarters since. The position peaked at $637K in Q1 2024. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

Janney Montgomery Scott held 11,448 shares of ORIX worth $343K as of Q1 2026.
ORIX was a new Janney Montgomery Scott position in Q1 2026.
ORIX made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2295 holding.
Janney Montgomery Scott first reported a position in ORIX in Q1 2023 and has held it in 6 quarters since.
Janney Montgomery Scott's ORIX position peaked at $637K in Q1 2024.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.