Kilter Group’s ORIX IX Stock Holding History

Kilter Group’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	$647	Buy	17 +4	+31%	+$142	﹤0.01%	1351
2026 Q1	$390	Buy	13 +5	+63%	+$159	﹤0.01%	1403
2025 Q4	$234	Buy	+8	New	+$212	﹤0.01%	1282

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

Kilter Group's IX Position: Q2 2026 in Review

Kilter Group increased its ORIX (IX) stake by 31% in Q2 2026, buying an estimated $142 and bringing the position to 17 shares worth $647. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Kilter Group first reported a position in IX in Q4 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Kilter Group held 17 shares of ORIX worth $647 as of Q2 2026.
Kilter Group bought 4 ORIX shares in Q2 2026, an estimated $142.
ORIX made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #1351 holding.
Kilter Group first reported a position in ORIX in Q4 2025 and has held it in 3 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.