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James T. Borello RIA’s ORIX IX Stock Holding History

James T. Borello RIA’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 		$53K Sell
1,405
-1
-0.1% -$40 0.01% 238
2026
Q2 		$53.5K Buy
1,406
+536
+62% +$19.1K 0.01% 230
2026
Q1 		$26.1K Buy
870
+835
+2,386% +$26.5K 0.01% 317
2025
Q4 		$1.02K Buy
+35
New +$927 ﹤0.01% 872

Other funds holding IX

Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Boston Common Asset Management
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
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Ferguson Wellman Capital Management
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
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

James T. Borello RIA's IX Position: Q3 2026 in Review

James T. Borello RIA reduced its ORIX (IX) stake by 0.07% in Q3 2026, selling an estimated $40 and leaving 1,405 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #238.

James T. Borello RIA first reported a position in IX in Q4 2025 and has held it in 4 quarters since. The position peaked at $53.5K in Q2 2026. 33 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • James T. Borello RIA held 1,405 shares of ORIX worth $53K as of Q3 2026.
  • James T. Borello RIA sold 1 ORIX share in Q3 2026, an estimated $40.
  • ORIX made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #238 holding.
  • James T. Borello RIA first reported a position in ORIX in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's ORIX position peaked at $53.5K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.