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Silver Grove Financial Group’s ORIX IX Stock Holding History

Silver Grove Financial 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
Q2 		$19.8K Buy
+522
New +$18.6K 0.01% 639

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

Silver Grove Financial Group's IX Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in ORIX (IX) in Q2 2026: 522 shares worth $19.8K. The stake represents 0.01% of the portfolio and ranks #639 among its holdings.

317 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Silver Grove Financial Group held 522 shares of ORIX worth $19.8K as of Q2 2026.
  • ORIX was a new Silver Grove Financial Group position in Q2 2026.
  • ORIX made up 0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #639 holding.
  • 317 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.