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BOLTON SECURITIES CORPORATION’s ORIX IX Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$603 Sell
16
-6
-27% -$237 ﹤0.01% 2184
2026
Q2 		$837 Buy
+22
New +$783 ﹤0.01% 2151

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IX Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its ORIX (IX) stake by 27% in Q3 2026, selling an estimated $237 and leaving 16 shares worth $603. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

BOLTON SECURITIES CORPORATION first reported a position in IX in Q2 2026 and has held it in 2 quarters since. The position peaked at $837 in Q2 2026. 236 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 16 shares of ORIX worth $603 as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 6 ORIX shares in Q3 2026, an estimated $237.
  • ORIX made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #2184 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in ORIX in Q2 2026 and has held it in 2 quarters since.
  • BOLTON SECURITIES CORPORATION's ORIX position peaked at $837 in Q2 2026.
  • 236 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.