Kayne Anderson Rudnick Investment Management
IX icon

Kayne Anderson Rudnick Investment Management’s ORIX IX Stock Holding History

Kayne Anderson Rudnick Investment 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 		$1.05K Hold
35
– – ﹤0.01% 845
2025
Q4 		$1.02K Hold
35
– – ﹤0.01% 873
2025
Q3 		$914 Hold
35
– – ﹤0.01% 890
2025
Q2 		$788 Hold
35
– – ﹤0.01% 952
2025
Q1 		$731 Sell
35
-95
-73% -$1.99K ﹤0.01% 880
2024
Q4 		$2.77K Hold
130
– – ﹤0.01% 790
2024
Q3 		$3.02K Hold
130
– – ﹤0.01% 771
2024
Q2 		$2.9K Sell
130
-15
-10% -$320 ﹤0.01% 734
2024
Q1 		$3.2K Hold
145
– – ﹤0.01% 714
2023
Q4 		$2.71K Buy
145
+70
+93% +$1.27K ﹤0.01% 724
2023
Q3 		$1.41K Hold
75
– – ﹤0.01% 711
2023
Q2 		$1.37K Buy
+75
New +$1.3K ﹤0.01% 719

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 $5.7T AUM 30.48% 1-Year Est. Return