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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
Q2 		$7.22K Sell
188
-11
-6% -$391 ﹤0.01% 545
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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
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
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Manning & Napier Advisors's IX Position: Q2 2026 in Review

Manning & Napier Advisors reduced its ORIX (IX) stake by 5.5% in Q2 2026, selling an estimated $391 and leaving 188 shares worth $7.22K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Manning & Napier Advisors 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.

  • Manning & Napier Advisors held 188 shares of ORIX worth $7.22K as of Q2 2026.
  • Manning & Napier Advisors sold 11 ORIX shares in Q2 2026, an estimated $391.
  • ORIX made up ﹤0.01% of Manning & Napier Advisors's portfolio in Q2 2026, its #545 holding.
  • Manning & Napier Advisors 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 Manning & Napier Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.