PWG
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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
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

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Portside Wealth Group's IX Position: Q2 2026 in Review

Portside Wealth Group increased its ORIX (IX) stake by 32% in Q2 2026, buying an estimated $80.3K and bringing the position to 9,397 shares worth $357K. The position accounts for 0.04% of the portfolio, ranked #367.

Portside Wealth Group first reported a position in IX in Q1 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Portside Wealth Group held 9,397 shares of ORIX worth $357K as of Q2 2026.
  • Portside Wealth Group bought 2,258 ORIX shares in Q2 2026, an estimated $80.3K.
  • ORIX made up 0.04% of Portside Wealth Group's portfolio in Q2 2026, its #367 holding.
  • Portside Wealth Group first reported a position in ORIX in Q1 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.