NFG
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Next Financial Group’s ORIX IX Stock Holding History

Next 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
2021
Q4 		$3K Buy
+135
New +$2.69K ﹤0.01% 2536

Other funds holding IX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Next Financial Group's IX Position: Q4 2021 in Review

Next Financial Group opened a new position in ORIX (IX) in Q4 2021: 135 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2536 among its holdings.

147 funds tracked by Wall St. Rank hold IX as of Q4 2021.

  • Next Financial Group held 135 shares of ORIX worth $3K as of Q4 2021.
  • ORIX was a new Next Financial Group position in Q4 2021.
  • ORIX made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2536 holding.
  • 147 funds tracked by Wall St. Rank held ORIX as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.