LPL Financial
IX icon

LPL Financial’s ORIX IX Stock Holding History

LPL Financial’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 		$3.16M Buy
82,993
+17,011
+26% +$605K ﹤0.01% 3255
2026
Q1 		$1.98M Buy
65,982
+33,526
+103% +$1.06M ﹤0.01% 3522
2025
Q4 		$948K Buy
32,456
+1,172
+4% +$31K ﹤0.01% 4124
2025
Q3 		$817K Buy
31,284
+6,678
+27% +$166K ﹤0.01% 4194
2025
Q2 		$554K Buy
24,606
+9,522
+63% +$196K ﹤0.01% 4290
2025
Q1 		$315K Buy
15,084
+1,844
+14% +$38.7K ﹤0.01% 4538
2024
Q4 		$281K Buy
13,240
+4,335
+49% +$95K ﹤0.01% 4585
2024
Q3 		$207K Buy
+8,905
New +$209K ﹤0.01% 4705
2022
Q2 		– Sell
-11,455
Closed -$229K – 4488
2022
Q1 		$229K Buy
+11,455
New +$234K ﹤0.01% 3759
2020
Q2 		– Sell
-55,605
Closed -$657K – 3483
2020
Q1 		$657K Buy
55,605
+8,180
+17% +$129K ﹤0.01% 1913
2019
Q4 		$791K Buy
47,425
+10,530
+29% +$169K ﹤0.01% 2013
2019
Q3 		$555K Buy
+36,895
New +$553K ﹤0.01% 2178
2018
Q4 		– Sell
-12,575
Closed -$204K – 3167
2018
Q3 		$204K Sell
12,575
-4,880
-28% -$78.6K ﹤0.01% 2980
2018
Q2 		$276K Buy
17,455
+655
+4% +$11.3K ﹤0.01% 2723
2018
Q1 		$301K Buy
16,800
+315
+2% +$5.7K ﹤0.01% 2603
2017
Q4 		$280K Buy
16,485
+945
+6% +$16K ﹤0.01% 2560
2017
Q3 		$257K Buy
15,540
+325
+2% +$5.23K ﹤0.01% 2492
2017
Q2 		$241K Buy
+15,215
New +$238K ﹤0.01% 2450
2015
Q3 		– Sell
-15,445
Closed -$230K – 2845
2015
Q2 		$230K Buy
+15,445
New +$239K ﹤0.01% 2524
2014
Q4 		– Sell
-21,305
Closed -$287K – 2765
2014
Q3 		$287K Buy
+21,305
New +$327K ﹤0.01% 2206

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

LPL Financial's IX Position: Q2 2026 in Review

LPL Financial increased its ORIX (IX) stake by 26% in Q2 2026, buying an estimated $605K and bringing the position to 82,993 shares worth $3.16M. The position accounts for ﹤0.01% of the portfolio, ranked #3255.

LPL Financial first reported a position in IX in Q3 2014 and has held it in 20 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • LPL Financial held 82,993 shares of ORIX worth $3.16M as of Q2 2026.
  • LPL Financial bought 17,011 ORIX shares in Q2 2026, an estimated $605K.
  • ORIX made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3255 holding.
  • LPL Financial first reported a position in ORIX in Q3 2014 and has held it in 20 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.