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Rothschild Investment LLC’s ORIX IX Stock Holding History

Rothschild Investment LLC’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 		$34K Buy
894
+885
+9,833% +$31.5K ﹤0.01% 1351
2026
Q1 		$259 Hold
9
– – ﹤0.01% 3257
2025
Q4 		$252 Buy
+9
New +$238 ﹤0.01% 3071

Other funds holding IX

TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Rothschild Investment LLC's IX Position: Q2 2026 in Review

Rothschild Investment LLC increased its ORIX (IX) stake by 9,833% in Q2 2026, buying an estimated $31.5K and bringing the position to 894 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Rothschild Investment LLC first reported a position in IX in Q4 2025 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Rothschild Investment LLC held 894 shares of ORIX worth $34K as of Q2 2026.
  • Rothschild Investment LLC bought 885 ORIX shares in Q2 2026, an estimated $31.5K.
  • ORIX made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1351 holding.
  • Rothschild Investment LLC first reported a position in ORIX in Q4 2025 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.