American Capital Advisory’s ORIX IX Stock Holding History

American Capital Advisory’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	$1.83K	Sell	48 -97	-67%	-$3.45K	﹤0.01%	649
2026 Q1	$4.35K	Buy	145 +125	+625%	+$3.97K	﹤0.01%	414
2025 Q4	$585	Sell	20 -4	-17%	-$106	﹤0.01%	719
2025 Q3	$627	Buy	+24	New	+$595	﹤0.01%	633

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

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 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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

American Capital Advisory's IX Position: Q2 2026 in Review

American Capital Advisory reduced its ORIX (IX) stake by 67% in Q2 2026, selling an estimated $3.45K and leaving 48 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

American Capital Advisory first reported a position in IX in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.35K in Q1 2026. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

American Capital Advisory held 48 shares of ORIX worth $1.83K as of Q2 2026.
American Capital Advisory sold 97 ORIX shares in Q2 2026, an estimated $3.45K.
ORIX made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #649 holding.
American Capital Advisory first reported a position in ORIX in Q3 2025 and has held it in 4 quarters since.
American Capital Advisory's ORIX position peaked at $4.35K in Q1 2026.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.