Franklin Resources
IX icon

Franklin Resources’s ORIX IX Stock Holding History

Franklin Resources’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 		$602K Sell
15,833
-260
-2% -$9.25K ﹤0.01% 2505
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
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
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
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Franklin Resources's IX Position: Q2 2026 in Review

Franklin Resources reduced its ORIX (IX) stake by 1.6% in Q2 2026, selling an estimated $9.25K and leaving 15,833 shares worth $602K. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

Franklin Resources first reported a position in IX in Q1 2021 and has held it in 20 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Franklin Resources held 15,833 shares of ORIX worth $602K as of Q2 2026.
  • Franklin Resources sold 260 ORIX shares in Q2 2026, an estimated $9.25K.
  • ORIX made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2505 holding.
  • Franklin Resources first reported a position in ORIX in Q1 2021 and has held it in 20 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.