Calamos Advisors’s ORIX IX Stock Holding History

Calamos 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	$4.9M	Buy	+163,340	New	+$5.18M	0.02%	560
2023 Q4	–	Sell	-45,415	Closed	-$853K	–	951
2023 Q3	$853K	Hold	45,415	–	–	﹤0.01%	683
2023 Q2	$828K	Hold	45,415	–	–	﹤0.01%	722
2023 Q1	$746K	Hold	45,415	–	–	﹤0.01%	831
2022 Q4	$731K	Hold	45,415	–	–	﹤0.01%	892
2022 Q3	$642K	Hold	45,415	–	–	﹤0.01%	996
2022 Q2	$764K	Buy	45,415 +15,265	+51%	+$277K	﹤0.01%	1045
2022 Q1	$602K	Buy	+30,150	New	+$616K	﹤0.01%	1066

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

Calamos Advisors's IX Position: Q1 2026 in Review

Calamos Advisors opened a new position in ORIX (IX) in Q1 2026: 163,340 shares worth $4.9M. The stake represents 0.02% of the portfolio and ranks #560 among its holdings. This is a return to the name: Calamos Advisors previously reported a position in IX as recently as Q3 2023.

Calamos Advisors first reported a position in IX in Q1 2022 and has held it in 8 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

Calamos Advisors held 163,340 shares of ORIX worth $4.9M as of Q1 2026.
ORIX was a new Calamos Advisors position in Q1 2026.
ORIX made up 0.02% of Calamos Advisors's portfolio in Q1 2026, its #560 holding.
Calamos Advisors first reported a position in ORIX in Q1 2022 and has held it in 8 quarters since.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.