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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
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
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

Dynasty Wealth Management's IX Position: Q1 2026 in Review

Dynasty Wealth Management increased its ORIX (IX) stake by 0.25% in Q1 2026, buying an estimated $2.1K and bringing the position to 26,817 shares worth $804K. The position accounts for 0.01% of the portfolio, ranked #195.

Dynasty Wealth Management first reported a position in IX in Q3 2025 and has held it in 3 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Dynasty Wealth Management held 26,817 shares of ORIX worth $804K as of Q1 2026.
  • Dynasty Wealth Management bought 66 ORIX shares in Q1 2026, an estimated $2.1K.
  • ORIX made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #195 holding.
  • Dynasty Wealth Management first reported a position in ORIX in Q3 2025 and has held it in 3 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.