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 Q2	–	Sell	-163,340	Closed	-$4.9M	–	1124
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 $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

Calamos Advisors's IX Position: Q2 2026 in Review

Calamos Advisors sold out of ORIX (IX) in Q2 2026, closing a stake of 163,340 shares — an estimated $4.9M sold.

Calamos Advisors first reported a position in IX in Q1 2022 and held it in 8 quarters. The position peaked at $4.9M in Q1 2026. 319 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Calamos Advisors reported no remaining ORIX position as of Q2 2026 after selling out during the quarter.
Calamos Advisors sold 163,340 ORIX shares in Q2 2026, an estimated $4.9M.
Calamos Advisors first reported a position in ORIX in Q1 2022 and held it in 8 quarters.
Calamos Advisors's ORIX position peaked at $4.9M in Q1 2026.
319 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.