IC
IX icon

IEQ Capital’s ORIX IX Stock Holding History

IEQ Capital’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 		$2.04M Buy
53,601
+2,246
+4% +$79.9K 0.01% 802
2026
Q1 		$1.54M Buy
51,355
+5,012
+11% +$159K 0.01% 871
2025
Q4 		$1.35M Buy
46,343
+11,750
+34% +$311K ﹤0.01% 921
2025
Q3 		$904K Buy
34,593
+20,222
+141% +$502K ﹤0.01% 1041
2025
Q2 		$324K Buy
+14,371
New +$295K ﹤0.01% 1357

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
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
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

IEQ Capital's IX Position: Q2 2026 in Review

IEQ Capital increased its ORIX (IX) stake by 4.4% in Q2 2026, buying an estimated $79.9K and bringing the position to 53,601 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #802.

IEQ Capital first reported a position in IX in Q2 2025 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • IEQ Capital held 53,601 shares of ORIX worth $2.04M as of Q2 2026.
  • IEQ Capital bought 2,246 ORIX shares in Q2 2026, an estimated $79.9K.
  • ORIX made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #802 holding.
  • IEQ Capital first reported a position in ORIX in Q2 2025 and has held it in 5 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.