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Callan Family Office’s ORIX IX Stock Holding History

Callan Family Office’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 		$3.12M Buy
104,038
+1,335
+1% +$42.4K 0.07% 264
2025
Q4 		$3M Buy
102,703
+51,282
+100% +$1.36M 0.06% 265
2025
Q3 		$1.34M Sell
51,421
-14,864
-22% -$369K 0.04% 331
2025
Q2 		$1.49M Buy
66,285
+37,400
+129% +$768K 0.05% 318
2025
Q1 		$603K Sell
28,885
-12,550
-30% -$263K 0.05% 287
2024
Q4 		$880K Buy
+41,435
New +$908K 0.06% 278

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

Callan Family Office's IX Position: Q1 2026 in Review

Callan Family Office increased its ORIX (IX) stake by 1.3% in Q1 2026, buying an estimated $42.4K and bringing the position to 104,038 shares worth $3.12M. The position accounts for 0.07% of the portfolio, ranked #264.

Callan Family Office first reported a position in IX in Q4 2024 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Callan Family Office held 104,038 shares of ORIX worth $3.12M as of Q1 2026.
  • Callan Family Office bought 1,335 ORIX shares in Q1 2026, an estimated $42.4K.
  • ORIX made up 0.07% of Callan Family Office's portfolio in Q1 2026, its #264 holding.
  • Callan Family Office first reported a position in ORIX in Q4 2024 and has held it in 6 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.