Narus Financial Partners
IX icon

Narus Financial Partners’s ORIX IX Stock Holding History

Narus Financial Partners’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 		$245K Hold
6,500
– – 0.07% 160
2026
Q2 		$247K Buy
+6,500
New +$231K 0.06% 153
2019
Q4 		$217K Buy
+13,000
New +$209K 0.15% 72
2017
Q3 		$275K Hold
17,000
– – 0.24% 64
2017
Q2 		$265K Hold
17,000
– – 0.25% 59
2017
Q1 		$253K Hold
17,000
– – 0.24% 57
2016
Q4 		$265K Buy
+17,000
New +$261K 0.28% 57

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Atria Investments
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Aaron Wealth Advisors
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Narus Financial Partners's IX Position: Q3 2026 in Review

Narus Financial Partners held its ORIX (IX) position steady in Q3 2026 at 6,500 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #160.

Narus Financial Partners first reported a position in IX in Q4 2016 and has held it in 7 quarters since. The position peaked at $275K in Q3 2017. 73 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Narus Financial Partners held 6,500 shares of ORIX worth $245K as of Q3 2026.
  • Narus Financial Partners left its ORIX share count unchanged in Q3 2026.
  • ORIX made up 0.07% of Narus Financial Partners's portfolio in Q3 2026, its #160 holding.
  • Narus Financial Partners first reported a position in ORIX in Q4 2016 and has held it in 7 quarters since.
  • Narus Financial Partners's ORIX position peaked at $275K in Q3 2017.
  • 73 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Narus Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.