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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JNBA Financial Advisors's IX Position: Q1 2026 in Review

JNBA Financial Advisors held its ORIX (IX) position steady in Q1 2026 at 109 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

JNBA Financial Advisors first reported a position in IX in Q3 2014 and has held it in 5 quarters since. The position peaked at $87K in Q3 2016. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • JNBA Financial Advisors held 109 shares of ORIX worth $3.27K as of Q1 2026.
  • JNBA Financial Advisors left its ORIX share count unchanged in Q1 2026.
  • ORIX made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #669 holding.
  • JNBA Financial Advisors first reported a position in ORIX in Q3 2014 and has held it in 5 quarters since.
  • JNBA Financial Advisors's ORIX position peaked at $87K in Q3 2016.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.