Acadian Asset Management
IX icon

Acadian Asset Management’s ORIX IX Stock Holding History

Acadian Asset Management’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 		– Sell
-685
Closed -$20K – 2138
2025
Q4 		$20K Hold
685
– – ﹤0.01% 1910
2025
Q3 		$17K Hold
685
– – ﹤0.01% 1780
2025
Q2 		$15K Buy
+685
New +$14.1K ﹤0.01% 1598

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acadian Asset Management's IX Position: Q1 2026 in Review

Acadian Asset Management sold out of ORIX (IX) in Q1 2026, closing a stake of 685 shares — an estimated $20K sold.

Acadian Asset Management first reported a position in IX in Q2 2025 and held it in 3 quarters. The position peaked at $20K in Q4 2025. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Acadian Asset Management reported no remaining ORIX position as of Q1 2026 after selling out during the quarter.
  • Acadian Asset Management sold 685 ORIX shares in Q1 2026, an estimated $20K.
  • Acadian Asset Management first reported a position in ORIX in Q2 2025 and held it in 3 quarters.
  • Acadian Asset Management's ORIX position peaked at $20K in Q4 2025.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Acadian Asset Management's 13F filing for Q1 2026, filed 13 May 2026.