Principia Wealth Advisory’s ORIX IX Stock Holding History

Principia Wealth Advisory’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	$6.05K	Buy	159 +19	+14%	+$676	﹤0.01%	323
2026 Q1	$4.2K	Buy	140 +34	+32%	+$1.08K	﹤0.01%	336
2025 Q4	$3.1K	Sell	106 -7	-6%	-$185	﹤0.01%	353
2025 Q3	$2.95K	Buy	113 +78	+223%	+$1.94K	﹤0.01%	368
2025 Q2	$788	Buy	+35	New	+$719	﹤0.01%	631

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

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 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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Principia Wealth Advisory's IX Position: Q2 2026 in Review

Principia Wealth Advisory increased its ORIX (IX) stake by 14% in Q2 2026, buying an estimated $676 and bringing the position to 159 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Principia Wealth Advisory 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.

Principia Wealth Advisory held 159 shares of ORIX worth $6.05K as of Q2 2026.
Principia Wealth Advisory bought 19 ORIX shares in Q2 2026, an estimated $676.
ORIX made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #323 holding.
Principia Wealth Advisory 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 Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.