Dynasty Wealth Management’s ORIX IX Stock Holding History

Dynasty Wealth 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 Q2	$1.12M	Buy	29,371 +2,554	+10%	+$90.9K	0.01%	182
2026 Q1	$804K	Buy	26,817 +66	+0.2%	+$2.1K	0.01%	195
2025 Q4	$782K	Buy	26,751 +3,209	+14%	+$85K	0.01%	203
2025 Q3	$615K	Buy	+23,542	New	+$584K	0.01%	206

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

Dynasty Wealth Management's IX Position: Q2 2026 in Review

Dynasty Wealth Management increased its ORIX (IX) stake by 9.5% in Q2 2026, buying an estimated $90.9K and bringing the position to 29,371 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #182.

Dynasty Wealth Management first reported a position in IX in Q3 2025 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Dynasty Wealth Management held 29,371 shares of ORIX worth $1.12M as of Q2 2026.
Dynasty Wealth Management bought 2,554 ORIX shares in Q2 2026, an estimated $90.9K.
ORIX made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #182 holding.
Dynasty Wealth Management first reported a position in ORIX in Q3 2025 and has held it in 4 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.