MFG
IX icon

Merit Financial Group’s ORIX IX Stock Holding History

Merit Financial 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 		$271K Buy
+7,131
New +$254K ﹤0.01% 1881

Other funds holding IX

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Merit Financial Group's IX Position: Q2 2026 in Review

Merit Financial Group opened a new position in ORIX (IX) in Q2 2026: 7,131 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #1881 among its holdings.

57 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Merit Financial Group held 7,131 shares of ORIX worth $271K as of Q2 2026.
  • ORIX was a new Merit Financial Group position in Q2 2026.
  • ORIX made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1881 holding.
  • 57 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.