JNBA Financial Advisors’s ORIX IX Stock Holding History

JNBA Financial Advisors’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	$4.15K	Hold	109	–	–	﹤0.01%	641
2026 Q1	$3.27K	Hold	109	–	–	﹤0.01%	669
2025 Q4	$3.19K	Buy	+109	New	+$2.89K	﹤0.01%	629
2016 Q4	–	Sell	-5,855	Closed	-$87K	–	904
2016 Q3	$87K	Buy	+5,855	New	+$82.7K	0.01%	396
2015 Q1	–	Sell	-270	Closed	-$3K	–	544
2014 Q4	$3K	Hold	270	–	–	﹤0.01%	466
2014 Q3	$4K	Buy	+270	New	+$4.14K	﹤0.01%	464

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

JNBA Financial Advisors's IX Position: Q2 2026 in Review

JNBA Financial Advisors held its ORIX (IX) position steady in Q2 2026 at 109 shares worth $4.15K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

JNBA Financial Advisors first reported a position in IX in Q3 2014 and has held it in 6 quarters since. The position peaked at $87K in Q3 2016. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

JNBA Financial Advisors held 109 shares of ORIX worth $4.15K as of Q2 2026.
JNBA Financial Advisors left its ORIX share count unchanged in Q2 2026.
ORIX made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #641 holding.
JNBA Financial Advisors first reported a position in ORIX in Q3 2014 and has held it in 6 quarters since.
JNBA Financial Advisors's ORIX position peaked at $87K in Q3 2016.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.