Creative Financial Designs’s ORIX IX Stock Holding History

Creative Financial Designs’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	$4.05K	Hold	135	–	–	﹤0.01%	1631
2025 Q4	$3.94K	Hold	135	–	–	﹤0.01%	1564
2025 Q3	$3.53K	Hold	135	–	–	﹤0.01%	1602
2025 Q2	$3.04K	Sell	135 -75	-36%	-$1.54K	﹤0.01%	1614
2025 Q1	$4.39K	Buy	210 +75	+56%	+$1.57K	﹤0.01%	1513
2024 Q4	$2.87K	Hold	135	–	–	﹤0.01%	1535
2024 Q3	$3.13K	Hold	135	–	–	﹤0.01%	1469
2024 Q2	$3K	Hold	135	–	–	﹤0.01%	1424
2024 Q1	$2.98K	Hold	135	–	–	﹤0.01%	1421
2023 Q4	$2.52K	Hold	135	–	–	﹤0.01%	1391
2023 Q3	$2.54K	Hold	135	–	–	﹤0.01%	1298
2023 Q2	$2.46K	Hold	135	–	–	﹤0.01%	1286
2023 Q1	$2.22K	Hold	135	–	–	﹤0.01%	1246
2022 Q4	$2.17K	Hold	135	–	–	﹤0.01%	1152
2022 Q3	$2K	Hold	135	–	–	﹤0.01%	1170
2022 Q2	$2K	Hold	135	–	–	﹤0.01%	1127
2022 Q1	$3K	Hold	135	–	–	﹤0.01%	1121
2021 Q4	$3K	Hold	135	–	–	﹤0.01%	1087
2021 Q3	$3K	Hold	135	–	–	﹤0.01%	1252
2021 Q2	$2K	Hold	135	–	–	﹤0.01%	1328
2021 Q1	$2K	Hold	135	–	–	﹤0.01%	1214
2020 Q4	$2K	Hold	135	–	–	﹤0.01%	1134
2020 Q3	$2K	Hold	135	–	–	﹤0.01%	1095
2020 Q2	$2K	Buy	+135	New	+$1.66K	﹤0.01%	1033
2018 Q4	–	Sell	-135	Closed	-$2K	–	675
2018 Q3	$2K	Hold	135	–	–	﹤0.01%	642
2018 Q2	$2K	Hold	135	–	–	﹤0.01%	653
2018 Q1	$2K	Hold	135	–	–	﹤0.01%	605
2017 Q4	$2K	Hold	135	–	–	﹤0.01%	605
2017 Q3	$2K	Hold	135	–	–	﹤0.01%	633
2017 Q2	$2K	Hold	135	–	–	﹤0.01%	638
2017 Q1	$2K	Hold	135	–	–	﹤0.01%	600
2016 Q4	$2K	Buy	+135	New	+$2.07K	﹤0.01%	589

Other funds holding IX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Financial Designs's IX Position: Q1 2026 in Review

Creative Financial Designs held its ORIX (IX) position steady in Q1 2026 at 135 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Creative Financial Designs first reported a position in IX in Q4 2016 and has held it in 32 quarters since. The position peaked at $4.39K in Q1 2025. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

Creative Financial Designs held 135 shares of ORIX worth $4.05K as of Q1 2026.
Creative Financial Designs left its ORIX share count unchanged in Q1 2026.
ORIX made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1631 holding.
Creative Financial Designs first reported a position in ORIX in Q4 2016 and has held it in 32 quarters since.
Creative Financial Designs's ORIX position peaked at $4.39K in Q1 2025.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.