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 Q3	$15.2K	Hold	403	–	–	﹤0.01%	1518
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

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

HJIM

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

IRP

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Mather Group's IX Position: Q3 2026 in Review

Mather Group held its ORIX (IX) position steady in Q3 2026 at 403 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Mather Group first reported a position in IX in Q1 2024 and has held it in 9 quarters since. The position peaked at $15.3K in Q2 2026. 39 funds tracked by Wall St. Rank hold IX as of Q3 2026.

Mather Group held 403 shares of ORIX worth $15.2K as of Q3 2026.
Mather Group left its ORIX share count unchanged in Q3 2026.
ORIX made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1518 holding.
Mather Group first reported a position in ORIX in Q1 2024 and has held it in 9 quarters since.
Mather Group's ORIX position peaked at $15.3K in Q2 2026.
39 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.