Wealth Alliance’s ORIX IX Stock Holding History

Wealth Alliance’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	$371K	Buy	9,760 +1,974	+25%	+$70.2K	0.03%	397
2026 Q1	$234K	Buy	+7,786	New	+$247K	0.02%	494

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

Wealth Alliance's IX Position: Q2 2026 in Review

Wealth Alliance increased its ORIX (IX) stake by 25% in Q2 2026, buying an estimated $70.2K and bringing the position to 9,760 shares worth $371K. The position accounts for 0.03% of the portfolio, ranked #397.

Wealth Alliance first reported a position in IX in Q1 2026 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Wealth Alliance held 9,760 shares of ORIX worth $371K as of Q2 2026.
Wealth Alliance bought 1,974 ORIX shares in Q2 2026, an estimated $70.2K.
ORIX made up 0.03% of Wealth Alliance's portfolio in Q2 2026, its #397 holding.
Wealth Alliance first reported a position in ORIX in Q1 2026 and has held it in 2 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.