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 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 $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

HRT Financial's IX Position: Q1 2026 in Review

HRT Financial opened a new position in ORIX (IX) in Q1 2026: 24,438 shares worth $732K. The stake represents ﹤0.01% of the portfolio and ranks #2252 among its holdings. This is a return to the name: HRT Financial previously reported a position in IX as recently as Q2 2022.

HRT Financial first reported a position in IX in Q1 2019 and has held it in 4 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

HRT Financial held 24,438 shares of ORIX worth $732K as of Q1 2026.
ORIX was a new HRT Financial position in Q1 2026.
ORIX made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #2252 holding.
HRT Financial first reported a position in ORIX in Q1 2019 and has held it in 4 quarters since.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.