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Root Financial Partners’s ORIX IX Stock Holding History

Root Financial Partners’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
-300
Closed -$9K – 1817
2026
Q1 		$9K Sell
300
-42
-12% -$1.33K ﹤0.01% 1724
2025
Q4 		$9.99K Buy
342
+153
+81% +$4.05K ﹤0.01% 1494
2025
Q3 		$4.94K Buy
+189
New +$4.69K ﹤0.01% 1731

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

Root Financial Partners's IX Position: Q2 2026 in Review

Root Financial Partners sold out of ORIX (IX) in Q2 2026, closing a stake of 300 shares — an estimated $9K sold.

Root Financial Partners first reported a position in IX in Q3 2025 and held it in 3 quarters. The position peaked at $9.99K in Q4 2025. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Root Financial Partners reported no remaining ORIX position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 300 ORIX shares in Q2 2026, an estimated $9K.
  • Root Financial Partners first reported a position in ORIX in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's ORIX position peaked at $9.99K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.