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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kathmere Capital Management's IX Position: Q1 2026 in Review

Kathmere Capital Management increased its ORIX (IX) stake by 13% in Q1 2026, buying an estimated $107K and bringing the position to 29,705 shares worth $891K. The position accounts for 0.05% of the portfolio, ranked #233.

Kathmere Capital Management first reported a position in IX in Q1 2023 and has held it in 13 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Kathmere Capital Management held 29,705 shares of ORIX worth $891K as of Q1 2026.
  • Kathmere Capital Management bought 3,386 ORIX shares in Q1 2026, an estimated $107K.
  • ORIX made up 0.05% of Kathmere Capital Management's portfolio in Q1 2026, its #233 holding.
  • Kathmere Capital Management first reported a position in ORIX in Q1 2023 and has held it in 13 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.