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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

United Capital Financial Advisors's IX Position: Q1 2026 in Review

United Capital Financial Advisors increased its ORIX (IX) stake by 5.3% in Q1 2026, buying an estimated $14.5K and bringing the position to 9,061 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

United Capital Financial Advisors first reported a position in IX in Q2 2019 and has held it in 8 quarters since. The position peaked at $288K in Q2 2019. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

United Capital Financial Advisors held 9,061 shares of ORIX worth $272K as of Q1 2026.
United Capital Financial Advisors bought 457 ORIX shares in Q1 2026, an estimated $14.5K.
ORIX made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1400 holding.
United Capital Financial Advisors first reported a position in ORIX in Q2 2019 and has held it in 8 quarters since.
United Capital Financial Advisors's ORIX position peaked at $288K in Q2 2019.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.