LRI Investments’s ORIX IX Stock Holding History

LRI Investments’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	$14.2K	Hold	372	–	–	﹤0.01%	861
2026 Q1	$11.2K	Buy	+372	New	+$11.8K	﹤0.01%	860

Other funds holding IX

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

LRI Investments's IX Position: Q2 2026 in Review

LRI Investments held its ORIX (IX) position steady in Q2 2026 at 372 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

LRI Investments first reported a position in IX in Q1 2026 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold IX as of Q2 2026.

LRI Investments held 372 shares of ORIX worth $14.2K as of Q2 2026.
LRI Investments left its ORIX share count unchanged in Q2 2026.
ORIX made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #861 holding.
LRI Investments first reported a position in ORIX in Q1 2026 and has held it in 2 quarters since.
113 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.