Wedmont Private Capital’s ORIX IX Stock Holding History

Wedmont Private Capital’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 Q3	$288K	Buy	+7,843	New	+$310K	0.01%	794

Other funds holding IX

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

HJIM

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Wedmont Private Capital's IX Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in ORIX (IX) in Q3 2026: 7,843 shares worth $288K. The stake represents 0.01% of the portfolio and ranks #794 among its holdings.

32 funds tracked by Wall St. Rank hold IX as of Q3 2026.

Wedmont Private Capital held 7,843 shares of ORIX worth $288K as of Q3 2026.
ORIX was a new Wedmont Private Capital position in Q3 2026.
ORIX made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #794 holding.
32 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.