Abel Hall LLC’s ORIX IX Stock Holding History

Abel Hall LLC’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 Q1	$343K	Buy	11,447 +2,341	+26%	+$74.3K	0.07%	339
2025 Q4	$266K	Buy	+9,106	New	+$241K	0.06%	393

Other funds holding IX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Abel Hall LLC's IX Position: Q1 2026 in Review

Abel Hall LLC increased its ORIX (IX) stake by 26% in Q1 2026, buying an estimated $74.3K and bringing the position to 11,447 shares worth $343K. The position accounts for 0.07% of the portfolio, ranked #339.

Abel Hall LLC first reported a position in IX in Q4 2025 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

Abel Hall LLC held 11,447 shares of ORIX worth $343K as of Q1 2026.
Abel Hall LLC bought 2,341 ORIX shares in Q1 2026, an estimated $74.3K.
ORIX made up 0.07% of Abel Hall LLC's portfolio in Q1 2026, its #339 holding.
Abel Hall LLC first reported a position in ORIX in Q4 2025 and has held it in 2 quarters since.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Abel Hall LLC's 13F filing for Q1 2026, filed 28 Apr 2026.