Private Advisor Group’s ORIX IX Stock Holding History

Private Advisor 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	$250K	Buy	+6,641	New	+$263K	﹤0.01%	2721
2017 Q2	–	Sell	-28,340	Closed	-$421K	–	1424
2017 Q1	$421K	Buy	+28,340	New	+$439K	0.01%	914
2016 Q3	–	Sell	-24,680	Closed	-$315K	–	1159
2016 Q2	$315K	Buy	24,680 +22,895	+1,283%	+$319K	0.01%	802
2016 Q1	$330K	Sell	1,785 -21,495	-92%	-$293K	0.02%	731
2015 Q4	$327K	Sell	23,280 -335	-1%	-$4.87K	0.02%	751
2015 Q3	$307K	Buy	+23,615	New	+$328K	0.02%	729
2015 Q2	–	Sell	-23,800	Closed	-$335K	–	1083
2015 Q1	$335K	Buy	+23,800	New	+$311K	0.02%	695
2014 Q3	–	Sell	-22,830	Closed	-$379K	–	1298
2014 Q2	$379K	Buy	22,830 +1,280	+6%	+$19.5K	0.03%	583
2014 Q1	$304K	Buy	+21,550	New	+$330K	0.03%	563

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Private Advisor Group's IX Position: Q3 2026 in Review

Private Advisor Group opened a new position in ORIX (IX) in Q3 2026: 6,641 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #2721 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in IX as recently as Q1 2017.

Private Advisor Group first reported a position in IX in Q1 2014 and has held it in 9 quarters since. The position peaked at $421K in Q1 2017. 214 funds tracked by Wall St. Rank hold IX as of Q3 2026.

Private Advisor Group held 6,641 shares of ORIX worth $250K as of Q3 2026.
ORIX was a new Private Advisor Group position in Q3 2026.
ORIX made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2721 holding.
Private Advisor Group first reported a position in ORIX in Q1 2014 and has held it in 9 quarters since.
Private Advisor Group's ORIX position peaked at $421K in Q1 2017.
214 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.