Oppenheimer Asset Management’s ORIX IX Stock Holding History

Oppenheimer Asset 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	$6.48M	Buy	170,373 +9,831	+6%	+$350K	0.07%	309
2026 Q1	$4.81M	Buy	+160,542	New	+$5.09M	0.06%	333
2020 Q1	–	Sell	-150	Closed	-$3K	–	1572
2019 Q4	$3K	Hold	150	–	–	﹤0.01%	1555
2019 Q3	$2K	Hold	150	–	–	﹤0.01%	1575
2019 Q2	$2K	Hold	150	–	–	﹤0.01%	1588
2019 Q1	$2K	Sell	150 -11,285	-99%	-$166K	﹤0.01%	1567
2018 Q4	$164K	Buy	+11,435	New	+$179K	﹤0.01%	1059
2017 Q4	–	Sell	-880	Closed	-$14K	–	1271
2017 Q3	$14K	Buy	880 +495	+129%	+$7.96K	﹤0.01%	1508
2017 Q2	$6K	Sell	385 -85	-18%	-$1.33K	﹤0.01%	1546
2017 Q1	$7K	Buy	+470	New	+$7.29K	﹤0.01%	1555

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

Oppenheimer Asset Management's IX Position: Q2 2026 in Review

Oppenheimer Asset Management increased its ORIX (IX) stake by 6.1% in Q2 2026, buying an estimated $350K and bringing the position to 170,373 shares worth $6.48M. The position accounts for 0.07% of the portfolio, ranked #309.

Oppenheimer Asset Management first reported a position in IX in Q1 2017 and has held it in 10 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Oppenheimer Asset Management held 170,373 shares of ORIX worth $6.48M as of Q2 2026.
Oppenheimer Asset Management bought 9,831 ORIX shares in Q2 2026, an estimated $350K.
ORIX made up 0.07% of Oppenheimer Asset Management's portfolio in Q2 2026, its #309 holding.
Oppenheimer Asset Management first reported a position in ORIX in Q1 2017 and has held it in 10 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.