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Sound Income Strategies’s ORIX IX Stock Holding History

Sound Income Strategies’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 		– Sell
-544
Closed -$16.6K – 1442
2026
Q1 		$16.6K Hold
544
– – ﹤0.01% 1269
2025
Q4 		$16.7K Buy
+544
New +$14.4K ﹤0.01% 1229
2018
Q3 		– Sell
-15
Closed – – 768
2018
Q2 		$0 Buy
+15
New +$259 ﹤0.01% 693

Other funds holding IX

TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Sound Income Strategies's IX Position: Q2 2026 in Review

Sound Income Strategies sold out of ORIX (IX) in Q2 2026, closing a stake of 544 shares — an estimated $16.6K sold.

Sound Income Strategies first reported a position in IX in Q2 2018 and held it in 3 quarters. The position peaked at $16.7K in Q4 2025. 234 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Sound Income Strategies reported no remaining ORIX position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 544 ORIX shares in Q2 2026, an estimated $16.6K.
  • Sound Income Strategies first reported a position in ORIX in Q2 2018 and held it in 3 quarters.
  • Sound Income Strategies's ORIX position peaked at $16.7K in Q4 2025.
  • 234 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.