StrongBox Wealth’s ORIX IX Stock Holding History

StrongBox Wealth’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 Q3	$377	Buy	+10	New	+$396	﹤0.01%	293

Other funds holding IX

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

StrongBox Wealth's IX Position: Q3 2026 in Review

StrongBox Wealth opened a new position in ORIX (IX) in Q3 2026: 10 shares worth $377. The stake represents ﹤0.01% of the portfolio and ranks #293 among its holdings.

154 funds tracked by Wall St. Rank hold IX as of Q3 2026.

StrongBox Wealth held 10 shares of ORIX worth $377 as of Q3 2026.
ORIX was a new StrongBox Wealth position in Q3 2026.
ORIX made up ﹤0.01% of StrongBox Wealth's portfolio in Q3 2026, its #293 holding.
154 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on StrongBox Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.