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 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 $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

Harbour Investments's IX Position: Q1 2026 in Review

Harbour Investments increased its ORIX (IX) stake by 266% in Q1 2026, buying an estimated $11.8K and bringing the position to 513 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3036.

Harbour Investments first reported a position in IX in Q2 2021 and has held it in 13 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

Harbour Investments held 513 shares of ORIX worth $15.3K as of Q1 2026.
Harbour Investments bought 373 ORIX shares in Q1 2026, an estimated $11.8K.
ORIX made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3036 holding.
Harbour Investments first reported a position in ORIX in Q2 2021 and has held it in 13 quarters since.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.