Twin Peaks Wealth Advisors’s ORIX IX Stock Holding History

Twin Peaks Wealth 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	–	Sell	-1,200	Closed	-$36K	–	1221
2026 Q1	$36K	Buy	+1,200	New	+$38.1K	0.01%	519
2025 Q3	–	Sell	-806	Closed	-$20.5K	–	1154
2025 Q2	$20.5K	Buy	+806	New	+$16.5K	0.01%	602

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

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 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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Twin Peaks Wealth Advisors's IX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of ORIX (IX) in Q2 2026, closing a stake of 1,200 shares — an estimated $36K sold.

Twin Peaks Wealth Advisors first reported a position in IX in Q2 2025 and held it in 2 quarters. The position peaked at $36K in Q1 2026. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining ORIX position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 1,200 ORIX shares in Q2 2026, an estimated $36K.
Twin Peaks Wealth Advisors first reported a position in ORIX in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's ORIX position peaked at $36K in Q1 2026.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.