RAFFA WEALTH MANAGEMENT, LLC’s ORIX IX Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$8.06K	Buy	212 +27	+15%	+$960	﹤0.01%	474
2026 Q1	$5.55K	Hold	185	–	–	﹤0.01%	510
2025 Q4	$5.41K	Hold	185	–	–	﹤0.01%	505
2025 Q3	$4.83K	Hold	185	–	–	﹤0.01%	492
2025 Q2	$4.17K	Hold	185	–	–	﹤0.01%	538
2025 Q1	$3.87K	Hold	185	–	–	﹤0.01%	477
2024 Q4	$3.93K	Hold	185	–	–	﹤0.01%	493
2024 Q3	$4.29K	Hold	185	–	–	﹤0.01%	448
2024 Q2	$4.12K	Hold	185	–	–	﹤0.01%	571
2024 Q1	$4.08K	Hold	185	–	–	﹤0.01%	541
2023 Q4	$3.46K	Hold	185	–	–	﹤0.01%	469
2023 Q3	$3.47K	Hold	185	–	–	﹤0.01%	443
2023 Q2	$3.38K	Hold	185	–	–	﹤0.01%	468
2023 Q1	$3.04K	Hold	185	–	–	﹤0.01%	498
2022 Q4	$2.98K	Hold	185	–	–	﹤0.01%	487
2022 Q3	$2.62K	Hold	185	–	–	﹤0.01%	529
2022 Q2	$3.11K	Hold	185	–	–	﹤0.01%	492
2022 Q1	$3.69K	Hold	185	–	–	﹤0.01%	476
2021 Q4	$3.77K	Hold	185	–	–	﹤0.01%	498
2021 Q3	$3.5K	Buy	185 +55	+42%	+$1.01K	﹤0.01%	465
2021 Q2	$2.2K	Hold	130	–	–	﹤0.01%	599
2021 Q1	$2.21K	Buy	130 +45	+53%	+$769	﹤0.01%	607
2020 Q4	$1.31K	Sell	85 -10	-11%	-$141	﹤0.01%	670
2020 Q3	$1.19K	Hold	95	–	–	﹤0.01%	621
2020 Q2	$1.17K	Buy	95 +35	+58%	+$430	﹤0.01%	612
2020 Q1	$709	Buy	+60	New	+$947	﹤0.01%	674
2017 Q1	–	Sell	-60	Closed	-$934	–	613
2016 Q4	$934	Hold	60	–	–	﹤0.01%	456
2016 Q3	$890	Hold	60	–	–	﹤0.01%	459
2016 Q2	$767	Hold	60	–	–	﹤0.01%	483
2016 Q1	$857	Hold	60	–	–	﹤0.01%	440
2015 Q4	$843	Hold	60	–	–	﹤0.01%	448
2015 Q3	$779	Hold	60	–	–	﹤0.01%	465
2015 Q2	$894	Hold	60	–	–	﹤0.01%	423
2015 Q1	$844	Hold	60	–	–	﹤0.01%	440
2014 Q4	$750	Hold	60	–	–	﹤0.01%	459
2014 Q3	$828	Buy	+60	New	+$921	﹤0.01%	384
2014 Q1	–	Sell	-60	Closed	-$750	–	490
2013 Q4	$750	Buy	+60	New	+$1.03K	﹤0.01%	459

Other funds holding IX

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IX Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its ORIX (IX) stake by 15% in Q2 2026, buying an estimated $960 and bringing the position to 212 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IX in Q4 2013 and has held it in 37 quarters since. 93 funds tracked by Wall St. Rank hold IX as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 212 shares of ORIX worth $8.06K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 27 ORIX shares in Q2 2026, an estimated $960.
ORIX made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #474 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in ORIX in Q4 2013 and has held it in 37 quarters since.
93 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.