Kathmere Capital Management’s ORIX IX Stock Holding History

Kathmere Capital Management’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	$1.23M	Buy	32,308 +2,603	+9%	+$92.6K	0.07%	205
2026 Q1	$891K	Buy	29,705 +3,386	+13%	+$107K	0.05%	233
2025 Q4	$769K	Buy	26,319 +1,018	+4%	+$27K	0.05%	240
2025 Q3	$661K	Buy	25,301 +4,494	+22%	+$111K	0.05%	240
2025 Q2	$469K	Sell	20,807 -6,048	-23%	-$124K	0.04%	294
2025 Q1	$561K	Buy	26,855 +1,855	+7%	+$38.9K	0.05%	229
2024 Q4	$531K	Sell	25,000 -1,125	-4%	-$24.7K	0.05%	211
2024 Q3	$606K	Buy	26,125 +2,225	+9%	+$52.3K	0.06%	176
2024 Q2	$532K	Buy	23,900 +2,680	+13%	+$57.2K	0.06%	169
2024 Q1	$468K	Buy	21,220 +630	+3%	+$12.8K	0.05%	176
2023 Q4	$385K	Buy	20,590 +975	+5%	+$17.7K	0.05%	169
2023 Q3	$368K	Buy	19,615 +6,490	+49%	+$121K	0.05%	160
2023 Q2	$239K	Sell	13,125 -190	-1%	-$3.29K	0.04%	202
2023 Q1	$219K	Buy	+13,315	New	+$228K	0.04%	192

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

Kathmere Capital Management's IX Position: Q2 2026 in Review

Kathmere Capital Management increased its ORIX (IX) stake by 8.8% in Q2 2026, buying an estimated $92.6K and bringing the position to 32,308 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #205.

Kathmere Capital Management first reported a position in IX in Q1 2023 and has held it in 14 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Kathmere Capital Management held 32,308 shares of ORIX worth $1.23M as of Q2 2026.
Kathmere Capital Management bought 2,603 ORIX shares in Q2 2026, an estimated $92.6K.
ORIX made up 0.07% of Kathmere Capital Management's portfolio in Q2 2026, its #205 holding.
Kathmere Capital Management first reported a position in ORIX in Q1 2023 and has held it in 14 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.