Harbour Investments’s ORIX IX Stock Holding History

Harbour Investments’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	$18.6K	Sell	489 -24	-5%	-$854	﹤0.01%	2996
2026 Q1	$15.3K	Buy	513 +373	+266%	+$11.8K	﹤0.01%	3036
2025 Q4	$4.09K	Hold	140	–	–	﹤0.01%	3086
2025 Q3	$3.66K	Buy	140 +90	+180%	+$2.23K	﹤0.01%	3092
2025 Q2	$1.13K	Hold	50	–	–	﹤0.01%	3263
2025 Q1	$1.04K	Hold	50	–	–	﹤0.01%	3231
2024 Q4	$1.06K	Hold	50	–	–	﹤0.01%	3160
2024 Q3	$1.16K	Buy	+50	New	+$1.18K	﹤0.01%	3062
2023 Q1	–	Sell	-55	Closed	-$886	–	3053
2022 Q4	$886	Hold	55	–	–	﹤0.01%	2708
2022 Q3	$1K	Hold	55	–	–	﹤0.01%	2596
2022 Q2	$1K	Buy	+55	New	+$999	﹤0.01%	2596
2021 Q4	$1K	Sell	55 -385	-88%	-$7.66K	﹤0.01%	2520
2021 Q3	$8K	Buy	440 +165	+60%	+$3.04K	﹤0.01%	2770
2021 Q2	$5K	Buy	+275	New	+$4.69K	﹤0.01%	3056

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

Harbour Investments's IX Position: Q2 2026 in Review

Harbour Investments reduced its ORIX (IX) stake by 4.7% in Q2 2026, selling an estimated $854 and leaving 489 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2996.

Harbour Investments first reported a position in IX in Q2 2021 and has held it in 14 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Harbour Investments held 489 shares of ORIX worth $18.6K as of Q2 2026.
Harbour Investments sold 24 ORIX shares in Q2 2026, an estimated $854.
ORIX made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2996 holding.
Harbour Investments first reported a position in ORIX in Q2 2021 and has held it in 14 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.