HRT Financial’s ORIX IX Stock Holding History

HRT Financial’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	$500K	Sell	13,166 -11,272	-46%	-$401K	﹤0.01%	2682
2026 Q1	$732K	Buy	+24,438	New	+$776K	﹤0.01%	2252
2022 Q3	–	Sell	-21,630	Closed	-$364K	–	3156
2022 Q2	$364K	Buy	+21,630	New	+$393K	﹤0.01%	1886
2022 Q1	–	Sell	-14,645	Closed	-$298K	–	3454
2021 Q4	$298K	Buy	+14,645	New	+$292K	﹤0.01%	2280
2019 Q2	–	Sell	-15,210	Closed	-$218K	–	832
2019 Q1	$218K	Buy	+15,210	New	+$224K	0.03%	367

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

HRT Financial's IX Position: Q2 2026 in Review

HRT Financial reduced its ORIX (IX) stake by 46% in Q2 2026, selling an estimated $401K and leaving 13,166 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #2682.

HRT Financial first reported a position in IX in Q1 2019 and has held it in 5 quarters since. The position peaked at $732K in Q1 2026. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

HRT Financial held 13,166 shares of ORIX worth $500K as of Q2 2026.
HRT Financial sold 11,272 ORIX shares in Q2 2026, an estimated $401K.
ORIX made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #2682 holding.
HRT Financial first reported a position in ORIX in Q1 2019 and has held it in 5 quarters since.
HRT Financial's ORIX position peaked at $732K in Q1 2026.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.