OpenArc Corporate Advisory’s ORIX IX Stock Holding History

OpenArc Corporate Advisory’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	$589K	Buy	15,476 +3,179	+26%	+$113K	0.01%	439
2026 Q1	$369K	Buy	12,297 +4,324	+54%	+$137K	0.01%	521
2025 Q4	$233K	Buy	+7,973	New	+$211K	﹤0.01%	575

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

OpenArc Corporate Advisory's IX Position: Q2 2026 in Review

OpenArc Corporate Advisory increased its ORIX (IX) stake by 26% in Q2 2026, buying an estimated $113K and bringing the position to 15,476 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #439.

OpenArc Corporate Advisory 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.

OpenArc Corporate Advisory held 15,476 shares of ORIX worth $589K as of Q2 2026.
OpenArc Corporate Advisory bought 3,179 ORIX shares in Q2 2026, an estimated $113K.
ORIX made up 0.01% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #439 holding.
OpenArc Corporate Advisory 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 OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.