NewSquare Capital’s ORIX IX Stock Holding History

NewSquare Capital’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	$268K	Buy	+7,034	New	+$250K	0.02%	215
2025 Q3	–	Sell	-2,659	Closed	-$59.9K	–	707
2025 Q2	$59.9K	Buy	2,659 +2,294	+628%	+$47.1K	﹤0.01%	262
2025 Q1	$7.63K	Buy	365 +185	+103%	+$3.88K	﹤0.01%	604
2024 Q4	$3.82K	Buy	+180	New	+$3.94K	﹤0.01%	405
2016 Q4	–	Sell	-150	Closed	-$2K	–	388
2016 Q3	$2K	Buy	+150	New	+$2.12K	﹤0.01%	447

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

NewSquare Capital's IX Position: Q2 2026 in Review

NewSquare Capital opened a new position in ORIX (IX) in Q2 2026: 7,034 shares worth $268K. The stake represents 0.02% of the portfolio and ranks #215 among its holdings. This is a return to the name: NewSquare Capital previously reported a position in IX as recently as Q2 2025.

NewSquare Capital first reported a position in IX in Q3 2016 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

NewSquare Capital held 7,034 shares of ORIX worth $268K as of Q2 2026.
ORIX was a new NewSquare Capital position in Q2 2026.
ORIX made up 0.02% of NewSquare Capital's portfolio in Q2 2026, its #215 holding.
NewSquare Capital first reported a position in ORIX in Q3 2016 and has held it in 5 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.