Empowered Funds’s ORIX IX Stock Holding History

Empowered Funds’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 Q3	$287K	Buy	+7,608	New	+$301K	﹤0.01%	2060

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Empowered Funds's IX Position: Q3 2026 in Review

Empowered Funds opened a new position in ORIX (IX) in Q3 2026: 7,608 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #2060 among its holdings.

288 funds tracked by Wall St. Rank hold IX as of Q3 2026.

Empowered Funds held 7,608 shares of ORIX worth $287K as of Q3 2026.
ORIX was a new Empowered Funds position in Q3 2026.
ORIX made up ﹤0.01% of Empowered Funds's portfolio in Q3 2026, its #2060 holding.
288 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Empowered Funds's 13F filing for Q3 2026, filed 13 Nov 2026.