RMG Wealth Management’s ORIX IX Stock Holding History

RMG Wealth Management’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	–	Sell	-103	Closed	-$3.78K	–	646
2026 Q1	$3.78K	Buy	+103	New	+$3.27K	﹤0.01%	419

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

RMG Wealth Management's IX Position: Q2 2026 in Review

RMG Wealth Management sold out of ORIX (IX) in Q2 2026, closing a stake of 103 shares — an estimated $3.78K sold.

RMG Wealth Management first reported a position in IX in Q1 2026 and held it in 1 quarter. The position peaked at $3.78K in Q1 2026. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

RMG Wealth Management reported no remaining ORIX position as of Q2 2026 after selling out during the quarter.
RMG Wealth Management sold 103 ORIX shares in Q2 2026, an estimated $3.78K.
RMG Wealth Management first reported a position in ORIX in Q1 2026 and held it in 1 quarter.
RMG Wealth Management's ORIX position peaked at $3.78K in Q1 2026.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.