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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
Q2 		$4M Buy
105,134
+1,096
+1% +$39K 0.08% 231
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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
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
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Callan Family Office's IX Position: Q2 2026 in Review

Callan Family Office increased its ORIX (IX) stake by 1.1% in Q2 2026, buying an estimated $39K and bringing the position to 105,134 shares worth $4M. The position accounts for 0.08% of the portfolio, ranked #231.

Callan Family Office first reported a position in IX in Q4 2024 and has held it in 7 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Callan Family Office held 105,134 shares of ORIX worth $4M as of Q2 2026.
  • Callan Family Office bought 1,096 ORIX shares in Q2 2026, an estimated $39K.
  • ORIX made up 0.08% of Callan Family Office's portfolio in Q2 2026, its #231 holding.
  • Callan Family Office first reported a position in ORIX in Q4 2024 and has held it in 7 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.