UCFA
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United Capital Financial Advisors’s ORIX IX Stock Holding History

United Capital 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
Q1 		$272K Buy
9,061
+457
+5% +$14.5K ﹤0.01% 1400
2025
Q4 		$251K Buy
8,604
+398
+5% +$10.5K ﹤0.01% 1238
2025
Q3 		$214K Buy
+8,206
New +$204K ﹤0.01% 1135
2025
Q1 		– Sell
-9,900
Closed -$210K – 1092
2024
Q4 		$210K Buy
9,900
+185
+2% +$4.05K ﹤0.01% 1004
2024
Q3 		$225K Sell
9,715
-390
-4% -$9.17K ﹤0.01% 969
2024
Q2 		$225K Buy
10,105
+115
+1% +$2.46K ﹤0.01% 946
2024
Q1 		$220K Buy
+9,990
New +$203K ﹤0.01% 991
2019
Q3 		– Sell
-19,210
Closed -$288K – 1399
2019
Q2 		$288K Buy
+19,210
New +$275K ﹤0.01% 1234

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return