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 Q2	$407K	Buy	10,707 +287	+3%	+$10.2K	0.01%	807
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

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 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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Hantz Financial Services's IX Position: Q2 2026 in Review

Hantz Financial Services increased its ORIX (IX) stake by 2.8% in Q2 2026, buying an estimated $10.2K and bringing the position to 10,707 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #807.

Hantz Financial Services first reported a position in IX in Q1 2025 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Hantz Financial Services held 10,707 shares of ORIX worth $407K as of Q2 2026.
Hantz Financial Services bought 287 ORIX shares in Q2 2026, an estimated $10.2K.
ORIX made up 0.01% of Hantz Financial Services's portfolio in Q2 2026, its #807 holding.
Hantz Financial Services first reported a position in ORIX in Q1 2025 and has held it in 6 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.