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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
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 $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

Root Financial Partners's IX Position: Q1 2026 in Review

Root Financial Partners reduced its ORIX (IX) stake by 12% in Q1 2026, selling an estimated $1.33K and leaving 300 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Root Financial Partners first reported a position in IX in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.99K in Q4 2025. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Root Financial Partners held 300 shares of ORIX worth $9K as of Q1 2026.
  • Root Financial Partners sold 42 ORIX shares in Q1 2026, an estimated $1.33K.
  • ORIX made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1724 holding.
  • Root Financial Partners first reported a position in ORIX in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's ORIX position peaked at $9.99K in Q4 2025.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.