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Triumph Capital Management’s ORIX IX Stock Holding History

Triumph Capital Management’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 		$490 Hold
13
– – ﹤0.01% 1781
2026
Q2 		$495 Hold
13
– – ﹤0.01% 1732
2026
Q1 		$390 Buy
+13
New +$413 ﹤0.01% 1721

Other funds holding IX

Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Triumph Capital Management's IX Position: Q3 2026 in Review

Triumph Capital Management held its ORIX (IX) position steady in Q3 2026 at 13 shares worth $490. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Triumph Capital Management first reported a position in IX in Q1 2026 and has held it in 3 quarters since. The position peaked at $495 in Q2 2026. 39 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Triumph Capital Management held 13 shares of ORIX worth $490 as of Q3 2026.
  • Triumph Capital Management left its ORIX share count unchanged in Q3 2026.
  • ORIX made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1781 holding.
  • Triumph Capital Management first reported a position in ORIX in Q1 2026 and has held it in 3 quarters since.
  • Triumph Capital Management's ORIX position peaked at $495 in Q2 2026.
  • 39 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.