Parr McKnight Wealth Management Group’s ORIX IX Stock Holding History

Parr McKnight Wealth Management 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 Q1	–	Sell	-65,395	Closed	-$1.91M	–	230
2025 Q4	$1.91M	Sell	65,395 -1,242	-2%	-$32.9K	0.25%	108
2025 Q3	$1.74M	Sell	66,637 -1,327	-2%	-$32.9K	0.23%	115
2025 Q2	$1.53M	Buy	67,964 +677	+1%	+$13.9K	0.21%	130
2025 Q1	$1.41M	Sell	67,287 -1,028	-2%	-$21.6K	0.2%	134
2024 Q4	$1.45M	Buy	+68,315	New	+$1.5M	0.21%	120

Other funds holding IX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Parr McKnight Wealth Management Group's IX Position: Q1 2026 in Review

Parr McKnight Wealth Management Group sold out of ORIX (IX) in Q1 2026, closing a stake of 65,395 shares — an estimated $1.91M sold.

Parr McKnight Wealth Management Group first reported a position in IX in Q4 2024 and held it in 5 quarters. The position peaked at $1.91M in Q4 2025. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

Parr McKnight Wealth Management Group reported no remaining ORIX position as of Q1 2026 after selling out during the quarter.
Parr McKnight Wealth Management Group sold 65,395 ORIX shares in Q1 2026, an estimated $1.91M.
Parr McKnight Wealth Management Group first reported a position in ORIX in Q4 2024 and held it in 5 quarters.
Parr McKnight Wealth Management Group's ORIX position peaked at $1.91M in Q4 2025.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.