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Mather Group’s ORIX IX Stock Holding History

Mather 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 		$15.3K Hold
403
– – ﹤0.01% 1394
2026
Q1 		$12.1K Buy
+403
New +$12.8K ﹤0.01% 1399
2025
Q4 		– Sell
-260
Closed -$6.79K – 1153
2025
Q3 		$6.79K Buy
+260
New +$6.45K ﹤0.01% 1334
2025
Q2 		– Sell
-260
Closed -$5.43K – 1175
2025
Q1 		$5.43K Sell
260
-5
-2% -$105 ﹤0.01% 1389
2024
Q4 		$5.63K Hold
265
– – ﹤0.01% 1358
2024
Q3 		$6.15K Buy
265
+195
+279% +$4.58K ﹤0.01% 1264
2024
Q2 		$1.54K Sell
70
-30
-30% -$641 ﹤0.01% 1947
2024
Q1 		$1.87K Buy
+100
New +$2.03K ﹤0.01% 1548

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

Mather Group's IX Position: Q2 2026 in Review

Mather Group held its ORIX (IX) position steady in Q2 2026 at 403 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Mather Group first reported a position in IX in Q1 2024 and has held it in 8 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Mather Group held 403 shares of ORIX worth $15.3K as of Q2 2026.
  • Mather Group left its ORIX share count unchanged in Q2 2026.
  • ORIX made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1394 holding.
  • Mather Group first reported a position in ORIX in Q1 2024 and has held it in 8 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.