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Franklin Resources’s
ORIX
IX
Stock Holding History
Franklin Resources’s Portfolio
IX Stock Details
IX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$483K
Buy
16,093
+29
+0.2%
+$920
﹤0.01%
2476
2025
Q4
$469K
Sell
16,064
-83
-0.5%
-$2.2K
﹤0.01%
2432
2025
Q3
$422K
Buy
16,147
+445
+3%
+$11K
﹤0.01%
2519
2025
Q2
$354K
Sell
15,702
-97
-0.6%
-$1.99K
﹤0.01%
2488
2025
Q1
$330K
Buy
15,799
+94
+0.6%
+$1.97K
﹤0.01%
2436
2024
Q4
$334K
Buy
15,705
+1,500
+11%
+$32.9K
﹤0.01%
2465
2024
Q3
$318K
Buy
14,205
+460
+3%
+$10.8K
﹤0.01%
2468
2024
Q2
$306K
Sell
13,745
-180
-1%
-$3.84K
﹤0.01%
2424
2024
Q1
$307K
Sell
13,925
-70
-0.5%
-$1.42K
﹤0.01%
2454
2023
Q4
$261K
Buy
13,995
+465
+3%
+$8.46K
﹤0.01%
2241
2023
Q3
$254K
Buy
13,530
+30
+0.2%
+$561
﹤0.01%
2230
2023
Q2
$246K
Buy
13,500
+20
+0.1%
+$347
﹤0.01%
2289
2023
Q1
$221K
Buy
+13,480
New
+$231K
﹤0.01%
1970
2022
Q3
–
Sell
-11,950
Closed
-$202K
–
2357
2022
Q2
$202K
Sell
11,950
-475
-4%
-$8.63K
﹤0.01%
2019
2022
Q1
$249K
Buy
12,425
+945
+8%
+$19.3K
﹤0.01%
2087
2021
Q4
$234K
Sell
11,480
-955
-8%
-$19K
﹤0.01%
2181
2021
Q3
$235K
Buy
12,435
+230
+2%
+$4.23K
﹤0.01%
2180
2021
Q2
$207K
Sell
12,205
-175
-1%
-$2.99K
﹤0.01%
1844
2021
Q1
$210K
Buy
+12,380
New
+$212K
﹤0.01%
1802
Other funds holding IX
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
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
New York
$115B AUM
24.78%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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