United Capital Financial Advisors’s ORIX IX Stock Holding History

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

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.