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
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 $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial's IX Position: Q1 2026 in Review

Raymond James Financial increased its ORIX (IX) stake by 1,054% in Q1 2026, buying an estimated $6.07M and bringing the position to 209,552 shares worth $6.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2412.

Raymond James Financial first reported a position in IX in Q4 2024 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Raymond James Financial held 209,552 shares of ORIX worth $6.28M as of Q1 2026.
  • Raymond James Financial bought 191,391 ORIX shares in Q1 2026, an estimated $6.07M.
  • ORIX made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2412 holding.
  • Raymond James Financial first reported a position in ORIX in Q4 2024 and has held it in 6 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.