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TD Private Client Wealth’s ORIX IX Stock Holding History

TD Private Client 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
Q2 		$267K Buy
7,032
+2,088
+42% +$74.3K ﹤0.01% 616
2026
Q1 		$148K Buy
4,944
+4,857
+5,583% +$154K ﹤0.01% 708
2025
Q4 		$2.54K Sell
87
-18
-17% -$477 ﹤0.01% 1238
2025
Q3 		$2.74K Hold
105
– – ﹤0.01% 1211
2025
Q2 		$2.37K Buy
+105
New +$2.16K ﹤0.01% 1209
2025
Q1 		– Sell
-130
Closed -$2.76K – 1451
2024
Q4 		$2.76K Hold
130
– – ﹤0.01% 1153
2024
Q3 		$3.02K Hold
130
– – ﹤0.01% 1147
2024
Q2 		$2.89K Buy
130
+75
+136% +$1.6K ﹤0.01% 1118
2024
Q1 		$1.21K Hold
55
– – ﹤0.01% 1163
2023
Q4 		$1.03K Hold
55
– – ﹤0.01% 1182
2023
Q3 		$1.03K Hold
55
– – ﹤0.01% 1178
2023
Q2 		$1K Hold
55
– – ﹤0.01% 1208
2023
Q1 		$903 Hold
55
– – ﹤0.01% 1196
2022
Q4 		$886 Hold
55
– – ﹤0.01% 1153
2022
Q3 		$777 Hold
55
– – ﹤0.01% 1172
2022
Q2 		$926 Hold
55
– – ﹤0.01% 1177
2022
Q1 		$1.1K Sell
55
-250
-82% -$5.11K ﹤0.01% 1206
2021
Q4 		$6.21K Hold
305
– – ﹤0.01% 941
2021
Q3 		$5.77K Sell
305
-1,165
-79% -$21.4K ﹤0.01% 948
2021
Q2 		$24.9K Buy
1,470
+135
+10% +$2.3K ﹤0.01% 829
2021
Q1 		$22.6K Buy
1,335
+190
+17% +$3.25K ﹤0.01% 814
2020
Q4 		$17.7K Buy
1,145
+970
+554% +$13.7K ﹤0.01% 793
2020
Q3 		$2.19K Sell
175
-7,615
-98% -$93.6K ﹤0.01% 912
2020
Q2 		$96K Sell
7,790
-6,495
-45% -$79.8K 0.01% 524
2020
Q1 		$169K Sell
14,285
-3,280
-19% -$51.8K 0.01% 435
2019
Q4 		$293K Buy
+17,565
New +$282K 0.02% 415

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

TD Private Client Wealth's IX Position: Q2 2026 in Review

TD Private Client Wealth increased its ORIX (IX) stake by 42% in Q2 2026, buying an estimated $74.3K and bringing the position to 7,032 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

TD Private Client Wealth first reported a position in IX in Q4 2019 and has held it in 26 quarters since. The position peaked at $293K in Q4 2019. 319 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • TD Private Client Wealth held 7,032 shares of ORIX worth $267K as of Q2 2026.
  • TD Private Client Wealth bought 2,088 ORIX shares in Q2 2026, an estimated $74.3K.
  • ORIX made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #616 holding.
  • TD Private Client Wealth first reported a position in ORIX in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's ORIX position peaked at $293K in Q4 2019.
  • 319 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.