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Capital Analysts LLC’s ORIX IX Stock Holding History

Capital Analysts LLC’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 		$18K Hold
475
– – ﹤0.01% 1178
2026
Q1 		$15K Sell
475
-275
-37% -$8.73K ﹤0.01% 1183
2025
Q4 		$21K Hold
750
– – ﹤0.01% 1093
2025
Q3 		$20K Hold
750
– – ﹤0.01% 1082
2025
Q2 		$17K Sell
750
-125
-14% -$2.57K ﹤0.01% 1054
2025
Q1 		$18K Hold
875
– – ﹤0.01% 1022
2024
Q4 		$19K Hold
875
– – ﹤0.01% 956
2024
Q3 		$20K Buy
+875
New +$20.6K ﹤0.01% 907
2017
Q1 		– Sell
-770
Closed -$12K – 352
2016
Q4 		$12K Buy
+770
New +$11.8K ﹤0.01% 333

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

Capital Analysts LLC's IX Position: Q2 2026 in Review

Capital Analysts LLC held its ORIX (IX) position steady in Q2 2026 at 475 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Capital Analysts LLC first reported a position in IX in Q4 2016 and has held it in 9 quarters since. The position peaked at $21K in Q4 2025. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Capital Analysts LLC held 475 shares of ORIX worth $18K as of Q2 2026.
  • Capital Analysts LLC left its ORIX share count unchanged in Q2 2026.
  • ORIX made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1178 holding.
  • Capital Analysts LLC first reported a position in ORIX in Q4 2016 and has held it in 9 quarters since.
  • Capital Analysts LLC's ORIX position peaked at $21K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.