Lloyd Advisory Services’s ORIX IX Stock Holding History

Lloyd Advisory Services’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	–	Sell	-328	Closed	-$9.84K	–	822
2026 Q1	$9.84K	Buy	+328	New	+$10.4K	﹤0.01%	487

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

Lloyd Advisory Services's IX Position: Q2 2026 in Review

Lloyd Advisory Services sold out of ORIX (IX) in Q2 2026, closing a stake of 328 shares — an estimated $9.84K sold.

Lloyd Advisory Services first reported a position in IX in Q1 2026 and held it in 1 quarter. The position peaked at $9.84K in Q1 2026. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Lloyd Advisory Services reported no remaining ORIX position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 328 ORIX shares in Q2 2026, an estimated $9.84K.
Lloyd Advisory Services first reported a position in ORIX in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's ORIX position peaked at $9.84K in Q1 2026.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.