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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
Q2 		$441K Buy
11,596
+149
+1% +$5.3K 0.08% 289
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Abel Hall LLC's IX Position: Q2 2026 in Review

Abel Hall LLC increased its ORIX (IX) stake by 1.3% in Q2 2026, buying an estimated $5.3K and bringing the position to 11,596 shares worth $441K. The position accounts for 0.08% of the portfolio, ranked #289.

Abel Hall LLC first reported a position in IX in Q4 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Abel Hall LLC held 11,596 shares of ORIX worth $441K as of Q2 2026.
  • Abel Hall LLC bought 149 ORIX shares in Q2 2026, an estimated $5.3K.
  • ORIX made up 0.08% of Abel Hall LLC's portfolio in Q2 2026, its #289 holding.
  • Abel Hall LLC first reported a position in ORIX in Q4 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.