JMN Financial’s ORIX IX Stock Holding History

JMN Financial’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	$567K	Sell	14,898 -1,917	-11%	-$68.2K	0.44%	56
2026 Q1	$504K	Buy	16,815 +3,816	+29%	+$121K	0.5%	52
2025 Q4	$380K	Buy	+12,999	New	+$344K	0.38%	74

Other funds holding IX

Morgan Stanley New York $1.89T AUM 35.08% 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

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JMN Financial's IX Position: Q2 2026 in Review

JMN Financial reduced its ORIX (IX) stake by 11% in Q2 2026, selling an estimated $68.2K and leaving 14,898 shares worth $567K. The position accounts for 0.44% of the portfolio, ranked #56.

JMN Financial first reported a position in IX in Q4 2025 and has held it in 3 quarters since. 306 funds tracked by Wall St. Rank hold IX as of Q2 2026.

JMN Financial held 14,898 shares of ORIX worth $567K as of Q2 2026.
JMN Financial sold 1,917 ORIX shares in Q2 2026, an estimated $68.2K.
ORIX made up 0.44% of JMN Financial's portfolio in Q2 2026, its #56 holding.
JMN Financial first reported a position in ORIX in Q4 2025 and has held it in 3 quarters since.
306 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.