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 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 $1.9T AUM 41.92% 1-Year Est. Return

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

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return