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Manning & Napier Advisors’s ORIX IX Stock Holding History

Manning & Napier Advisors’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 		$5.8K Buy
199
+40
+25% +$1.27K ﹤0.01% 506
2025
Q4 		$4.68K Buy
+159
New +$4.21K ﹤0.01% 457

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

Manning & Napier Advisors's IX Position: Q1 2026 in Review

Manning & Napier Advisors increased its ORIX (IX) stake by 25% in Q1 2026, buying an estimated $1.27K and bringing the position to 199 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Manning & Napier Advisors first reported a position in IX in Q4 2025 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Manning & Napier Advisors held 199 shares of ORIX worth $5.8K as of Q1 2026.
  • Manning & Napier Advisors bought 40 ORIX shares in Q1 2026, an estimated $1.27K.
  • ORIX made up ﹤0.01% of Manning & Napier Advisors's portfolio in Q1 2026, its #506 holding.
  • Manning & Napier Advisors first reported a position in ORIX in Q4 2025 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Manning & Napier Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.