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Addison Advisors’s ORIX IX Stock Holding History

Addison Advisors’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 		$46.1K Hold
1,537
– – 0.01% 442
2025
Q4 		$44.9K Sell
1,537
-250
-14% -$6.62K 0.01% 436
2025
Q3 		$46.7K Buy
1,787
+250
+16% +$6.2K 0.01% 425
2025
Q2 		$34.6K Buy
1,537
+1,272
+480% +$26.1K 0.01% 448
2025
Q1 		$5.54K Hold
265
– – ﹤0.01% 655
2024
Q4 		$5.63K Sell
265
-1,230
-82% -$27K ﹤0.01% 652
2024
Q3 		$34.7K Buy
1,495
+200
+15% +$4.7K 0.01% 438
2024
Q2 		$28.8K Buy
+1,295
New +$27.7K 0.01% 435
2023
Q2 		– Sell
-55
Closed -$903 – 645
2023
Q1 		$903 Hold
55
– – ﹤0.01% 583
2022
Q4 		$886 Hold
55
– – ﹤0.01% 630
2022
Q3 		$1K Hold
55
– – ﹤0.01% 626
2022
Q2 		$1K Hold
55
– – ﹤0.01% 617
2022
Q1 		$1K Hold
55
– – ﹤0.01% 643
2021
Q4 		$1K Hold
55
– – ﹤0.01% 595
2021
Q3 		$1K Hold
55
– – ﹤0.01% 415
2021
Q2 		$1K Buy
+55
New +$939 ﹤0.01% 388
2020
Q4 		$1K Buy
+55
New +$776 ﹤0.01% 371

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

Addison Advisors's IX Position: Q1 2026 in Review

Addison Advisors held its ORIX (IX) position steady in Q1 2026 at 1,537 shares worth $46.1K. The position accounts for 0.01% of the portfolio, ranked #442.

Addison Advisors first reported a position in IX in Q4 2020 and has held it in 17 quarters since. The position peaked at $46.7K in Q3 2025. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Addison Advisors held 1,537 shares of ORIX worth $46.1K as of Q1 2026.
  • Addison Advisors left its ORIX share count unchanged in Q1 2026.
  • ORIX made up 0.01% of Addison Advisors's portfolio in Q1 2026, its #442 holding.
  • Addison Advisors first reported a position in ORIX in Q4 2020 and has held it in 17 quarters since.
  • Addison Advisors's ORIX position peaked at $46.7K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.