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DGS Capital Management’s ORIX IX Stock Holding History

DGS Capital Management’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 		$1.95M Buy
64,937
+9,712
+18% +$308K 0.32% 60
2025
Q4 		$1.61M Buy
55,225
+1,291
+2% +$34.2K 0.28% 62
2025
Q3 		$1.41M Buy
53,934
+2,640
+5% +$65.5K 0.26% 69
2025
Q2 		$1.16M Buy
51,294
+1,105
+2% +$22.7K 0.24% 78
2025
Q1 		$1.05M Buy
50,189
+10,719
+27% +$225K 0.28% 70
2024
Q4 		$839K Sell
39,470
-710
-2% -$15.6K 0.21% 95
2024
Q3 		$933K Buy
40,180
+7,205
+22% +$169K 0.25% 76
2024
Q2 		$734K Buy
32,975
+2,070
+7% +$44.2K 0.21% 95
2024
Q1 		$681K Buy
30,905
+2,515
+9% +$51.1K 0.19% 99
2023
Q4 		$530K Sell
28,390
-570
-2% -$10.4K 0.2% 94
2023
Q3 		$544K Buy
28,960
+3,730
+15% +$69.7K 0.27% 86
2023
Q2 		$460K Buy
25,230
+1,865
+8% +$32.3K 0.23% 99
2023
Q1 		$384K Buy
23,365
+530
+2% +$9.08K 0.21% 106
2022
Q4 		$368K Buy
22,835
+2,755
+14% +$41.9K 0.24% 102
2022
Q3 		$284K Sell
20,080
-1,925
-9% -$31.4K 0.19% 121
2022
Q2 		$370K Sell
22,005
-7,530
-25% -$137K 0.3% 77
2022
Q1 		$590K Buy
29,535
+900
+3% +$18.4K 0.36% 49
2021
Q4 		$583K Buy
+28,635
New +$570K 0.36% 42

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DGS Capital Management's IX Position: Q1 2026 in Review

DGS Capital Management increased its ORIX (IX) stake by 18% in Q1 2026, buying an estimated $308K and bringing the position to 64,937 shares worth $1.95M. The position accounts for 0.32% of the portfolio, ranked #60.

DGS Capital Management first reported a position in IX in Q4 2021 and has held it in 18 quarters since. 283 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • DGS Capital Management held 64,937 shares of ORIX worth $1.95M as of Q1 2026.
  • DGS Capital Management bought 9,712 ORIX shares in Q1 2026, an estimated $308K.
  • ORIX made up 0.32% of DGS Capital Management's portfolio in Q1 2026, its #60 holding.
  • DGS Capital Management first reported a position in ORIX in Q4 2021 and has held it in 18 quarters since.
  • 283 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.