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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
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

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

Narus Financial Partners's IX Position: Q2 2026 in Review

Narus Financial Partners opened a new position in ORIX (IX) in Q2 2026: 6,500 shares worth $247K. The stake represents 0.06% of the portfolio and ranks #153 among its holdings. This is a return to the name: Narus Financial Partners previously reported a position in IX as recently as Q4 2019.

Narus Financial Partners first reported a position in IX in Q4 2016 and has held it in 6 quarters since. The position peaked at $275K in Q3 2017. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Narus Financial Partners held 6,500 shares of ORIX worth $247K as of Q2 2026.
  • ORIX was a new Narus Financial Partners position in Q2 2026.
  • ORIX made up 0.06% of Narus Financial Partners's portfolio in Q2 2026, its #153 holding.
  • Narus Financial Partners first reported a position in ORIX in Q4 2016 and has held it in 6 quarters since.
  • Narus Financial Partners's ORIX position peaked at $275K in Q3 2017.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.