Cromwell Holdings’s ORIX IX Stock Holding History

Cromwell Holdings’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	$116K	Hold	3,050	–	–	0.05%	312
2026 Q1	$91.5K	Hold	3,050	–	–	0.05%	349
2025 Q4	$89.1K	Hold	3,050	–	–	0.05%	336
2025 Q3	$79.7K	Hold	3,050	–	–	0.04%	373
2025 Q2	$68.7K	Hold	3,050	–	–	0.04%	393
2025 Q1	$63.7K	Hold	3,050	–	–	0.04%	394
2024 Q4	$64.8K	Hold	3,050	–	–	0.04%	384
2024 Q3	$70.8K	Hold	3,050	–	–	0.05%	369
2024 Q2	$67.9K	Buy	+3,050	New	+$65.1K	0.04%	363

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

Cromwell Holdings's IX Position: Q2 2026 in Review

Cromwell Holdings held its ORIX (IX) position steady in Q2 2026 at 3,050 shares worth $116K. The position accounts for 0.05% of the portfolio, ranked #312.

Cromwell Holdings first reported a position in IX in Q2 2024 and has held it in 9 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Cromwell Holdings held 3,050 shares of ORIX worth $116K as of Q2 2026.
Cromwell Holdings left its ORIX share count unchanged in Q2 2026.
ORIX made up 0.05% of Cromwell Holdings's portfolio in Q2 2026, its #312 holding.
Cromwell Holdings first reported a position in ORIX in Q2 2024 and has held it in 9 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.