Back to ORXCF
HB Wealth Management, LLC → ORXCF
HB Wealth Management, LLC ORXCF Position History
ORIX Corporation
Quarters held
4
Latest value
$693K
Q3 2026
Peak value
$693K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $385K |
| Q1 2026 | $448K |
| Q2 2026 | $637K |
| Q3 2026 | $693K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $693K | 18.4K | — | — |
| Q2 2026 | $637K | 16.8K | — | — |
| Q1 2026 | $448K | 14.9K | — | — |
| Q4 2025 | $385K | 13.2K | — | — |
Other funds holding ORXCF
$125.4M
$97.3M
$93.8M
$93.8M
$79.1M
$79.1M
$70.6M