Portside Wealth Group
IX icon

Portside Wealth Group’s ORIX IX Stock Holding History

Portside Wealth 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
Q3 		$263K Sell
6,968
-2,429
-26% -$96.1K 0.03% 450
2026
Q2 		$357K Buy
9,397
+2,258
+32% +$80.3K 0.04% 367
2026
Q1 		$214K Buy
+7,139
New +$227K 0.03% 438

Other funds holding IX

Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

Portside Wealth Group's IX Position: Q3 2026 in Review

Portside Wealth Group reduced its ORIX (IX) stake by 26% in Q3 2026, selling an estimated $96.1K and leaving 6,968 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #450.

Portside Wealth Group first reported a position in IX in Q1 2026 and has held it in 3 quarters since. The position peaked at $357K in Q2 2026. 55 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Portside Wealth Group held 6,968 shares of ORIX worth $263K as of Q3 2026.
  • Portside Wealth Group sold 2,429 ORIX shares in Q3 2026, an estimated $96.1K.
  • ORIX made up 0.03% of Portside Wealth Group's portfolio in Q3 2026, its #450 holding.
  • Portside Wealth Group first reported a position in ORIX in Q1 2026 and has held it in 3 quarters since.
  • Portside Wealth Group's ORIX position peaked at $357K in Q2 2026.
  • 55 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.