SageView Advisory Group’s ORIX IX Stock Holding History

SageView Advisory Group’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	–	Sell	-495	Closed	-$14.5K	–	1508
2025 Q4	$14.5K	Buy	+495	New	+$13.1K	﹤0.01%	1573

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SageView Advisory Group's IX Position: Q1 2026 in Review

SageView Advisory Group sold out of ORIX (IX) in Q1 2026, closing a stake of 495 shares — an estimated $14.5K sold.

SageView Advisory Group first reported a position in IX in Q4 2025 and held it in 1 quarter. The position peaked at $14.5K in Q4 2025. 283 funds tracked by Wall St. Rank hold IX as of Q1 2026.

SageView Advisory Group reported no remaining ORIX position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 495 ORIX shares in Q1 2026, an estimated $14.5K.
SageView Advisory Group first reported a position in ORIX in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's ORIX position peaked at $14.5K in Q4 2025.
283 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.