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Plante Moran Financial Advisors’s ORIX IX Stock Holding History

Plante Moran Financial Advisors’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 		$2.47K Buy
+65
New +$2.31K ﹤0.01% 716
2016
Q1 		– Sell
-150
Closed -$2K – 950
2015
Q4 		$2K Buy
+150
New +$2.18K ﹤0.01% 858

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

Plante Moran Financial Advisors's IX Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in ORIX (IX) in Q2 2026: 65 shares worth $2.47K. The stake represents ﹤0.01% of the portfolio and ranks #716 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in IX as recently as Q4 2015.

Plante Moran Financial Advisors first reported a position in IX in Q4 2015 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Plante Moran Financial Advisors held 65 shares of ORIX worth $2.47K as of Q2 2026.
  • ORIX was a new Plante Moran Financial Advisors position in Q2 2026.
  • ORIX made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #716 holding.
  • Plante Moran Financial Advisors first reported a position in ORIX in Q4 2015 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.