Connor, Clark & Lunn Investment Management (CC&L)’s ORIX IX Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	$6.18M	Buy	162,560 +92,119	+131%	+$3.28M	0.01%	658
2026 Q1	$2.11M	Buy	70,441 +36,334	+107%	+$1.15M	﹤0.01%	945
2025 Q4	$997K	Buy	+34,107	New	+$903K	﹤0.01%	1131
2024 Q3	–	Sell	-64,655	Closed	-$1.44M	–	1546
2024 Q2	$1.44M	Buy	+64,655	New	+$1.38M	0.01%	758

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

Connor, Clark & Lunn Investment Management (CC&L)'s IX Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its ORIX (IX) stake by 131% in Q2 2026, buying an estimated $3.28M and bringing the position to 162,560 shares worth $6.18M. The position accounts for 0.01% of the portfolio, ranked #658.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in IX in Q2 2024 and has held it in 4 quarters since. 319 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 162,560 shares of ORIX worth $6.18M as of Q2 2026.
Connor, Clark & Lunn Investment Management (CC&L) bought 92,119 ORIX shares in Q2 2026, an estimated $3.28M.
ORIX made up 0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #658 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in ORIX in Q2 2024 and has held it in 4 quarters since.
319 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.