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 Q2	$455K	Buy	11,963 +515	+4%	+$18.3K	﹤0.01%	2452
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 $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

Janney Montgomery Scott's IX Position: Q2 2026 in Review

Janney Montgomery Scott increased its ORIX (IX) stake by 4.5% in Q2 2026, buying an estimated $18.3K and bringing the position to 11,963 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #2452.

Janney Montgomery Scott first reported a position in IX in Q1 2023 and has held it in 7 quarters since. The position peaked at $637K in Q1 2024. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Janney Montgomery Scott held 11,963 shares of ORIX worth $455K as of Q2 2026.
Janney Montgomery Scott bought 515 ORIX shares in Q2 2026, an estimated $18.3K.
ORIX made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2452 holding.
Janney Montgomery Scott first reported a position in ORIX in Q1 2023 and has held it in 7 quarters since.
Janney Montgomery Scott's ORIX position peaked at $637K in Q1 2024.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.