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Sequoia Financial Advisors’s ORIX IX Stock Holding History

Sequoia Financial Advisors’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 		$1M Buy
26,360
+373
+1% +$13.3K 0.01% 945
2026
Q1 		$779K Buy
25,987
+657
+3% +$20.9K ﹤0.01% 1010
2025
Q4 		$740K Buy
25,330
+564
+2% +$14.9K ﹤0.01% 1054
2025
Q3 		$647K Buy
24,766
+5,318
+27% +$132K ﹤0.01% 1002
2025
Q2 		$438K Sell
19,448
-1,057
-5% -$21.7K ﹤0.01% 1068
2025
Q1 		$428K Sell
20,505
-2,175
-10% -$45.6K ﹤0.01% 914
2024
Q4 		$482K Buy
22,680
+1,365
+6% +$29.9K ﹤0.01% 822
2024
Q3 		$495K Sell
21,315
-940
-4% -$22.1K 0.01% 750
2024
Q2 		$495K Buy
22,255
+955
+4% +$20.4K 0.01% 692
2024
Q1 		$469K Sell
21,300
-175
-0.8% -$3.56K 0.01% 708
2023
Q4 		$401K Buy
21,475
+1,250
+6% +$22.7K 0.01% 815
2023
Q3 		$380K Sell
20,225
-110
-0.5% -$2.06K 0.01% 602
2023
Q2 		$371K Buy
20,335
+525
+3% +$9.1K 0.01% 615
2023
Q1 		$325K Buy
19,810
+785
+4% +$13.4K 0.01% 597
2022
Q4 		$306K Buy
+19,025
New +$289K 0.01% 574
2022
Q3 		– Sell
-12,255
Closed -$206K – 564
2022
Q2 		$206K Buy
12,255
+1,840
+18% +$33.4K 0.01% 541
2022
Q1 		$208K Buy
+10,415
New +$213K 0.01% 610

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

Sequoia Financial Advisors's IX Position: Q2 2026 in Review

Sequoia Financial Advisors increased its ORIX (IX) stake by 1.4% in Q2 2026, buying an estimated $13.3K and bringing the position to 26,360 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #945.

Sequoia Financial Advisors first reported a position in IX in Q1 2022 and has held it in 17 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Sequoia Financial Advisors held 26,360 shares of ORIX worth $1M as of Q2 2026.
  • Sequoia Financial Advisors bought 373 ORIX shares in Q2 2026, an estimated $13.3K.
  • ORIX made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #945 holding.
  • Sequoia Financial Advisors first reported a position in ORIX in Q1 2022 and has held it in 17 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.