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Larson Financial Group’s ORIX IX Stock Holding History

Larson Financial Group’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 		$49.9K Buy
1,313
+247
+23% +$8.79K ﹤0.01% 1524
2026
Q1 		$32K Buy
1,066
+341
+47% +$10.8K ﹤0.01% 1593
2025
Q4 		$21.2K Buy
725
+298
+70% +$7.89K ﹤0.01% 1688
2025
Q3 		$11.2K Buy
427
+62
+17% +$1.54K ﹤0.01% 1960
2025
Q2 		$8.22K Buy
+365
New +$7.49K ﹤0.01% 1905
2024
Q3 		– Sell
-85
Closed -$1.89K – 2732
2024
Q2 		$1.89K Buy
+85
New +$1.81K ﹤0.01% 1600

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
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
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Larson Financial Group's IX Position: Q2 2026 in Review

Larson Financial Group increased its ORIX (IX) stake by 23% in Q2 2026, buying an estimated $8.79K and bringing the position to 1,313 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Larson Financial Group first reported a position in IX in Q2 2024 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Larson Financial Group held 1,313 shares of ORIX worth $49.9K as of Q2 2026.
  • Larson Financial Group bought 247 ORIX shares in Q2 2026, an estimated $8.79K.
  • ORIX made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1524 holding.
  • Larson Financial Group first reported a position in ORIX in Q2 2024 and has held it in 6 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.