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 Q2	$1.79K	Buy	47 +12	+34%	+$427	﹤0.01%	858
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 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

Kayne Anderson Rudnick Investment Management's IX Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management increased its ORIX (IX) stake by 34% in Q2 2026, buying an estimated $427 and bringing the position to 47 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Kayne Anderson Rudnick Investment Management first reported a position in IX in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.2K in Q1 2024. 317 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 47 shares of ORIX worth $1.79K as of Q2 2026.
Kayne Anderson Rudnick Investment Management bought 12 ORIX shares in Q2 2026, an estimated $427.
ORIX made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #858 holding.
Kayne Anderson Rudnick Investment Management first reported a position in ORIX in Q2 2023 and has held it in 13 quarters since.
Kayne Anderson Rudnick Investment Management's ORIX position peaked at $3.2K in Q1 2024.
317 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.