NBC Securities’s ORIX IX Stock Holding History

NBC Securities’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	$2.66K	Sell	70 -6	-8%	-$213	﹤0.01%	2192
2026 Q1	$2.28K	Hold	76	–	–	﹤0.01%	2300
2025 Q4	$2.22K	Hold	76	–	–	﹤0.01%	2396
2025 Q3	$1.99K	Hold	76	–	–	﹤0.01%	2419
2025 Q2	$1K	Buy	+76	New	+$1.56K	﹤0.01%	2389

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

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 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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

NBC Securities's IX Position: Q2 2026 in Review

NBC Securities reduced its ORIX (IX) stake by 7.9% in Q2 2026, selling an estimated $213 and leaving 70 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2192.

NBC Securities first reported a position in IX in Q2 2025 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

NBC Securities held 70 shares of ORIX worth $2.66K as of Q2 2026.
NBC Securities sold 6 ORIX shares in Q2 2026, an estimated $213.
ORIX made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #2192 holding.
NBC Securities first reported a position in ORIX in Q2 2025 and has held it in 5 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.