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Perigon Wealth Management’s ORIX IX Stock Holding History

Perigon Wealth Management’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 		$240K Buy
+6,319
New +$225K ﹤0.01% 1259
2016
Q4 		– Sell
-1,455
Closed -$22K – 734
2016
Q3 		$22K Buy
+1,455
New +$20.5K 0.01% 388

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

Perigon Wealth Management's IX Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in ORIX (IX) in Q2 2026: 6,319 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #1259 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in IX as recently as Q3 2016.

Perigon Wealth Management first reported a position in IX in Q3 2016 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Perigon Wealth Management held 6,319 shares of ORIX worth $240K as of Q2 2026.
  • ORIX was a new Perigon Wealth Management position in Q2 2026.
  • ORIX made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1259 holding.
  • Perigon Wealth Management first reported a position in ORIX in Q3 2016 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.