Stifel Financial
IX icon

Stifel Financial’s ORIX IX Stock Holding History

Stifel Financial’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 		$1.9M Buy
49,987
+22,684
+83% +$807K ﹤0.01% 2129
2026
Q1 		$819K Buy
+27,303
New +$866K ﹤0.01% 2567
2022
Q1 		– Sell
-53,780
Closed -$1.09M – 3438
2021
Q4 		$1.09M Buy
53,780
+2,455
+5% +$48.9K ﹤0.01% 2056
2021
Q3 		$970K Buy
51,325
+1,040
+2% +$19.1K ﹤0.01% 2125
2021
Q2 		$852K Buy
+50,285
New +$858K ﹤0.01% 2221
2020
Q4 		– Sell
-188,670
Closed -$2.36M – 3076
2020
Q3 		$2.36M Sell
188,670
-5,020
-3% -$61.7K ﹤0.01% 1131
2020
Q2 		$2.39M Sell
193,690
-54,915
-22% -$675K 0.01% 1062
2020
Q1 		$2.95M Sell
248,605
-5,460
-2% -$86.2K 0.01% 865
2019
Q4 		$4.24M Buy
254,065
+1,815
+0.7% +$29.1K 0.01% 958
2019
Q3 		$3.79M Buy
252,250
+7,690
+3% +$115K 0.01% 956
2019
Q2 		$3.65M Buy
244,560
+7,465
+3% +$107K 0.01% 993
2019
Q1 		$3.4M Sell
237,095
-35,465
-13% -$523K 0.01% 982
2018
Q4 		$3.91M Sell
272,560
-1,220
-0.4% -$19.1K 0.01% 877
2018
Q3 		$4.44M Sell
273,780
-35
-0% -$564 0.01% 887
2018
Q2 		$4.33M Buy
273,815
+164,445
+150% +$2.84M 0.01% 877
2018
Q1 		$1.97M Buy
109,370
+6,415
+6% +$116K 0.01% 1166
2017
Q4 		$1.74M Buy
102,955
+45,680
+80% +$774K 0.01% 1224
2017
Q3 		$934K Sell
57,275
-40,440
-41% -$650K ﹤0.01% 1526
2017
Q2 		$1.52M Buy
97,715
+470
+0.5% +$7.34K 0.01% 1231
2017
Q1 		$1.45M Buy
97,245
+2,210
+2% +$34.3K 0.01% 1241
2016
Q4 		$1.48M Sell
95,035
-14,725
-13% -$226K 0.01% 1180
2016
Q3 		$1.63M Buy
109,760
+48,340
+79% +$682K 0.01% 1088
2016
Q2 		$785K Buy
61,420
+27,285
+80% +$380K ﹤0.01% 1499
2016
Q1 		$487K Buy
34,135
+70
+0.2% +$953 ﹤0.01% 1594
2015
Q4 		$478K Buy
+34,065
New +$496K ﹤0.01% 1690

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

Stifel Financial's IX Position: Q2 2026 in Review

Stifel Financial increased its ORIX (IX) stake by 83% in Q2 2026, buying an estimated $807K and bringing the position to 49,987 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

Stifel Financial first reported a position in IX in Q4 2015 and has held it in 25 quarters since. The position peaked at $4.44M in Q3 2018. 319 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Stifel Financial held 49,987 shares of ORIX worth $1.9M as of Q2 2026.
  • Stifel Financial bought 22,684 ORIX shares in Q2 2026, an estimated $807K.
  • ORIX made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2129 holding.
  • Stifel Financial first reported a position in ORIX in Q4 2015 and has held it in 25 quarters since.
  • Stifel Financial's ORIX position peaked at $4.44M in Q3 2018.
  • 319 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.