Kathmere Capital Management
IX icon

Kathmere Capital Management’s ORIX IX Stock Holding History

Kathmere Capital Management’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
Q3 		$1.3M Buy
34,565
+2,257
+7% +$89.3K 0.06% 214
2026
Q2 		$1.23M Buy
32,308
+2,603
+9% +$92.6K 0.07% 205
2026
Q1 		$891K Buy
29,705
+3,386
+13% +$107K 0.05% 233
2025
Q4 		$769K Buy
26,319
+1,018
+4% +$27K 0.05% 240
2025
Q3 		$661K Buy
25,301
+4,494
+22% +$111K 0.05% 240
2025
Q2 		$469K Sell
20,807
-6,048
-23% -$124K 0.04% 294
2025
Q1 		$561K Buy
26,855
+1,855
+7% +$38.9K 0.05% 229
2024
Q4 		$531K Sell
25,000
-1,125
-4% -$24.7K 0.05% 211
2024
Q3 		$606K Buy
26,125
+2,225
+9% +$52.3K 0.06% 176
2024
Q2 		$532K Buy
23,900
+2,680
+13% +$57.2K 0.06% 169
2024
Q1 		$468K Buy
21,220
+630
+3% +$12.8K 0.05% 176
2023
Q4 		$385K Buy
20,590
+975
+5% +$17.7K 0.05% 169
2023
Q3 		$368K Buy
19,615
+6,490
+49% +$121K 0.05% 160
2023
Q2 		$239K Sell
13,125
-190
-1% -$3.29K 0.04% 202
2023
Q1 		$219K Buy
+13,315
New +$228K 0.04% 192

Other funds holding IX

Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Kathmere Capital Management's IX Position: Q3 2026 in Review

Kathmere Capital Management increased its ORIX (IX) stake by 7% in Q3 2026, buying an estimated $89.3K and bringing the position to 34,565 shares worth $1.3M. The position accounts for 0.06% of the portfolio, ranked #214.

Kathmere Capital Management first reported a position in IX in Q1 2023 and has held it in 15 quarters since. 55 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Kathmere Capital Management held 34,565 shares of ORIX worth $1.3M as of Q3 2026.
  • Kathmere Capital Management bought 2,257 ORIX shares in Q3 2026, an estimated $89.3K.
  • ORIX made up 0.06% of Kathmere Capital Management's portfolio in Q3 2026, its #214 holding.
  • Kathmere Capital Management first reported a position in ORIX in Q1 2023 and has held it in 15 quarters since.
  • 55 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.