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Toth Financial Advisory’s ORIX IX Stock Holding History

Toth Financial Advisory’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
-5
Closed -$150 – 943
2026
Q1 		$150 Hold
5
– – ﹤0.01% 885
2025
Q4 		$147 Buy
+5
New +$132 ﹤0.01% 871

Other funds holding IX

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Toth Financial Advisory's IX Position: Q2 2026 in Review

Toth Financial Advisory sold out of ORIX (IX) in Q2 2026, closing a stake of 5 shares — an estimated $150 sold.

Toth Financial Advisory first reported a position in IX in Q4 2025 and held it in 2 quarters. The position peaked at $150 in Q1 2026. 36 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Toth Financial Advisory reported no remaining ORIX position as of Q2 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 5 ORIX shares in Q2 2026, an estimated $150.
  • Toth Financial Advisory first reported a position in ORIX in Q4 2025 and held it in 2 quarters.
  • Toth Financial Advisory's ORIX position peaked at $150 in Q1 2026.
  • 36 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.