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 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 $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OpenArc Corporate Advisory's IX Position: Q1 2026 in Review

OpenArc Corporate Advisory increased its ORIX (IX) stake by 54% in Q1 2026, buying an estimated $137K and bringing the position to 12,297 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #521.

OpenArc Corporate Advisory first reported a position in IX in Q4 2025 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

OpenArc Corporate Advisory held 12,297 shares of ORIX worth $369K as of Q1 2026.
OpenArc Corporate Advisory bought 4,324 ORIX shares in Q1 2026, an estimated $137K.
ORIX made up 0.01% of OpenArc Corporate Advisory's portfolio in Q1 2026, its #521 holding.
OpenArc Corporate Advisory first reported a position in ORIX in Q4 2025 and has held it in 2 quarters since.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q1 2026, filed 11 May 2026.