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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CVA Family Office's IX Position: Q1 2026 in Review

CVA Family Office held its ORIX (IX) position steady in Q1 2026 at 168 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

CVA Family Office first reported a position in IX in Q2 2023 and has held it in 11 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • CVA Family Office held 168 shares of ORIX worth $5.04K as of Q1 2026.
  • CVA Family Office left its ORIX share count unchanged in Q1 2026.
  • ORIX made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1236 holding.
  • CVA Family Office first reported a position in ORIX in Q2 2023 and has held it in 11 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.