Raymond James Financial
IX icon

Raymond James Financial’s ORIX IX Stock Holding History

Raymond James Financial’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 		$10.3M Buy
271,060
+61,508
+29% +$2.19M ﹤0.01% 2131
2026
Q1 		$6.28M Buy
209,552
+191,391
+1,054% +$6.07M ﹤0.01% 2412
2025
Q4 		$531K Sell
18,161
-425
-2% -$11.3K ﹤0.01% 4233
2025
Q3 		$485K Buy
18,586
+1,429
+8% +$35.4K ﹤0.01% 4132
2025
Q2 		$386K Buy
17,157
+457
+3% +$9.38K ﹤0.01% 4151
2025
Q1 		$349K Buy
16,700
+1,995
+14% +$41.8K ﹤0.01% 4127
2024
Q4 		$312K Buy
+14,705
New +$322K ﹤0.01% 4161

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

Raymond James Financial's IX Position: Q2 2026 in Review

Raymond James Financial increased its ORIX (IX) stake by 29% in Q2 2026, buying an estimated $2.19M and bringing the position to 271,060 shares worth $10.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

Raymond James Financial first reported a position in IX in Q4 2024 and has held it in 7 quarters since. 319 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Raymond James Financial held 271,060 shares of ORIX worth $10.3M as of Q2 2026.
  • Raymond James Financial bought 61,508 ORIX shares in Q2 2026, an estimated $2.19M.
  • ORIX made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2131 holding.
  • Raymond James Financial first reported a position in ORIX in Q4 2024 and has held it in 7 quarters since.
  • 319 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.