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Hantz Financial Services’s ORIX IX Stock Holding History

Hantz Financial Services’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 		$312K Buy
10,420
+3,155
+43% +$100K ﹤0.01% 833
2025
Q4 		$212K Buy
7,265
+2,549
+54% +$67.5K ﹤0.01% 847
2025
Q3 		$123K Buy
4,716
+2,232
+90% +$55.4K ﹤0.01% 905
2025
Q2 		$56K Buy
2,484
+2,278
+1,106% +$46.8K ﹤0.01% 932
2025
Q1 		$4K Buy
+206
New +$4.32K ﹤0.01% 1219

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

Hantz Financial Services's IX Position: Q1 2026 in Review

Hantz Financial Services increased its ORIX (IX) stake by 43% in Q1 2026, buying an estimated $100K and bringing the position to 10,420 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Hantz Financial Services first reported a position in IX in Q1 2025 and has held it in 5 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Hantz Financial Services held 10,420 shares of ORIX worth $312K as of Q1 2026.
  • Hantz Financial Services bought 3,155 ORIX shares in Q1 2026, an estimated $100K.
  • ORIX made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #833 holding.
  • Hantz Financial Services first reported a position in ORIX in Q1 2025 and has held it in 5 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.