MV Capital Management’s ORIX IX Stock Holding History

MV Capital 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	$4.03K	Buy	106 +58	+121%	+$2.06K	﹤0.01%	681
2026 Q1	$1.44K	Buy	48 +27	+129%	+$857	﹤0.01%	802
2025 Q4	$614	Buy	+21	New	+$556	﹤0.01%	891

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

MV Capital Management's IX Position: Q2 2026 in Review

MV Capital Management increased its ORIX (IX) stake by 121% in Q2 2026, buying an estimated $2.06K and bringing the position to 106 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

MV Capital Management 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.

MV Capital Management held 106 shares of ORIX worth $4.03K as of Q2 2026.
MV Capital Management bought 58 ORIX shares in Q2 2026, an estimated $2.06K.
ORIX made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #681 holding.
MV Capital Management 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 MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.