CVA Family Office’s ORIX IX Stock Holding History

CVA 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	$6.39K	Hold	168	–	–	﹤0.01%	1183
2026 Q1	$5.04K	Hold	168	–	–	﹤0.01%	1236
2025 Q4	$4.91K	Hold	168	–	–	﹤0.01%	888
2025 Q3	$4.39K	Hold	168	–	–	﹤0.01%	910
2025 Q2	$3.78K	Sell	168 -2	-1%	-$41	﹤0.01%	925
2025 Q1	$3.55K	Hold	170	–	–	﹤0.01%	942
2024 Q4	$3.61K	Hold	170	–	–	﹤0.01%	921
2024 Q3	$3.95K	Hold	170	–	–	﹤0.01%	883
2024 Q2	$3.78K	Hold	170	–	–	﹤0.01%	865
2024 Q1	$3.75K	Hold	170	–	–	﹤0.01%	866
2023 Q4	$3.17K	Buy	+170	New	+$3.09K	﹤0.01%	860
2023 Q3	–	Sell	-60	Closed	-$1.09K	–	598
2023 Q2	$1.09K	Buy	+60	New	+$1.04K	﹤0.01%	932

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

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

CVA Family Office held its ORIX (IX) position steady in Q2 2026 at 168 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

CVA Family Office first reported a position in IX in Q2 2023 and has held it in 12 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

CVA Family Office held 168 shares of ORIX worth $6.39K as of Q2 2026.
CVA Family Office left its ORIX share count unchanged in Q2 2026.
ORIX made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1183 holding.
CVA Family Office first reported a position in ORIX in Q2 2023 and has held it in 12 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.