PAW
IX icon

Plan A Wealth’s ORIX IX Stock Holding History

Plan A Wealth’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 		$1.04M Buy
27,237
+2,037
+8% +$72.5K 0.44% 28
2026
Q1 		$756K Buy
25,200
+882
+4% +$28K 0.36% 35
2025
Q4 		$711K Buy
24,318
+1,396
+6% +$37K 0.35% 42
2025
Q3 		$599K Buy
22,922
+1,878
+9% +$46.6K 0.3% 51
2025
Q2 		$474K Buy
+21,044
New +$432K 0.27% 70

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

Plan A Wealth's IX Position: Q2 2026 in Review

Plan A Wealth increased its ORIX (IX) stake by 8.1% in Q2 2026, buying an estimated $72.5K and bringing the position to 27,237 shares worth $1.04M. The position accounts for 0.44% of the portfolio, ranked #28.

Plan A Wealth 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.

  • Plan A Wealth held 27,237 shares of ORIX worth $1.04M as of Q2 2026.
  • Plan A Wealth bought 2,037 ORIX shares in Q2 2026, an estimated $72.5K.
  • ORIX made up 0.44% of Plan A Wealth's portfolio in Q2 2026, its #28 holding.
  • Plan A Wealth 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 Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.