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Optas LLC’s ORIX IX Stock Holding History

Optas LLC’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 		$492K Buy
12,930
+99
+0.8% +$3.52K 0.07% 185
2026
Q1 		$385K Sell
12,831
-63
-0.5% -$2K 0.06% 226
2025
Q4 		$377K Buy
12,894
+1,570
+14% +$41.6K 0.06% 232
2025
Q3 		$296K Buy
11,324
+840
+8% +$20.8K 0.05% 260
2025
Q2 		$236K Buy
+10,484
New +$215K 0.04% 280

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
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
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Optas LLC's IX Position: Q2 2026 in Review

Optas LLC increased its ORIX (IX) stake by 0.77% in Q2 2026, buying an estimated $3.52K and bringing the position to 12,930 shares worth $492K. The position accounts for 0.07% of the portfolio, ranked #185.

Optas LLC first reported a position in IX in Q2 2025 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Optas LLC held 12,930 shares of ORIX worth $492K as of Q2 2026.
  • Optas LLC bought 99 ORIX shares in Q2 2026, an estimated $3.52K.
  • ORIX made up 0.07% of Optas LLC's portfolio in Q2 2026, its #185 holding.
  • Optas LLC first reported a position in ORIX in Q2 2025 and has held it in 5 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.