Mariner
IX icon

Mariner’s ORIX IX Stock Holding History

Mariner’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 		$3.37M Buy
88,625
+11,718
+15% +$417K ﹤0.01% 1219
2026
Q1 		$2.3M Buy
76,907
+6,686
+10% +$212K ﹤0.01% 1457
2025
Q4 		$2.05M Buy
70,221
+10,791
+18% +$286K ﹤0.01% 1492
2025
Q3 		$1.55M Buy
59,430
+1,447
+2% +$35.9K ﹤0.01% 1598
2025
Q2 		$1.31M Sell
57,983
-888
-2% -$18.2K ﹤0.01% 1624
2025
Q1 		$1.23M Sell
58,871
-8,809
-13% -$185K ﹤0.01% 1550
2024
Q4 		$1.44M Sell
67,680
-17,490
-21% -$383K ﹤0.01% 1403
2024
Q3 		$1.99M Buy
85,170
+13,795
+19% +$324K ﹤0.01% 1192
2024
Q2 		$1.59M Buy
71,375
+12,435
+21% +$266K ﹤0.01% 1232
2024
Q1 		$1.3M Buy
58,940
+19,900
+51% +$405K ﹤0.01% 1338
2023
Q4 		$729K Buy
39,040
+435
+1% +$7.91K ﹤0.01% 1662
2023
Q3 		$725K Buy
38,605
+1,125
+3% +$21K ﹤0.01% 1525
2023
Q2 		$684K Buy
37,480
+4,155
+12% +$72K ﹤0.01% 1537
2023
Q1 		$547K Buy
33,325
+905
+3% +$15.5K ﹤0.01% 1634
2022
Q4 		$522K Buy
32,420
+740
+2% +$11.2K ﹤0.01% 1624
2022
Q3 		$448K Buy
+31,680
New +$517K ﹤0.01% 1480

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

Mariner's IX Position: Q2 2026 in Review

Mariner increased its ORIX (IX) stake by 15% in Q2 2026, buying an estimated $417K and bringing the position to 88,625 shares worth $3.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Mariner first reported a position in IX in Q3 2022 and has held it in 16 quarters since. 319 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Mariner held 88,625 shares of ORIX worth $3.37M as of Q2 2026.
  • Mariner bought 11,718 ORIX shares in Q2 2026, an estimated $417K.
  • ORIX made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1219 holding.
  • Mariner first reported a position in ORIX in Q3 2022 and has held it in 16 quarters since.
  • 319 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.