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Transamerica Financial Advisors’s ORIX IX Stock Holding History

Transamerica Financial Advisors’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 		$95.4K Buy
2,508
+1,126
+81% +$40.1K 0.01% 593
2026
Q1 		$41.4K Buy
1,382
+1,307
+1,743% +$41.5K ﹤0.01% 675
2025
Q4 		$2.19K Buy
75
+9
+14% +$238 ﹤0.01% 1114
2025
Q3 		$1.91K Buy
+66
New +$1.64K ﹤0.01% 1046

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

Transamerica Financial Advisors's IX Position: Q2 2026 in Review

Transamerica Financial Advisors increased its ORIX (IX) stake by 81% in Q2 2026, buying an estimated $40.1K and bringing the position to 2,508 shares worth $95.4K. The position accounts for 0.01% of the portfolio, ranked #593.

Transamerica Financial Advisors first reported a position in IX in Q3 2025 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Transamerica Financial Advisors held 2,508 shares of ORIX worth $95.4K as of Q2 2026.
  • Transamerica Financial Advisors bought 1,126 ORIX shares in Q2 2026, an estimated $40.1K.
  • ORIX made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #593 holding.
  • Transamerica Financial Advisors first reported a position in ORIX in Q3 2025 and has held it in 4 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.