Palladiem’s ORIX IX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$277K	Hold	8,957	–	–	0.26%	41
2025 Q4	$264K	Buy	+8,957	New	+$237K	0.25%	43
2022 Q1	–	Sell	-9,895	Closed	-$201K	–	66
2021 Q4	$201K	Buy	+9,895	New	+$197K	0.16%	61
2015 Q1	–	Sell	-560	Closed	-$7K	–	198
2014 Q4	$7K	Buy	+560	New	+$7.33K	0.01%	153

Other funds holding IX

Palladiem held its ORIX (IX) position steady in Q1 2026 at 8,957 shares worth $277K. The position accounts for 0.26% of the portfolio, ranked #41.

Palladiem first reported a position in IX in Q4 2014 and has held it in 4 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

Palladiem held 8,957 shares of ORIX worth $277K as of Q1 2026.
Palladiem left its ORIX share count unchanged in Q1 2026.
ORIX made up 0.26% of Palladiem's portfolio in Q1 2026, its #41 holding.
Palladiem first reported a position in ORIX in Q4 2014 and has held it in 4 quarters since.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Palladiem's 13F filing for Q1 2026, filed 6 May 2026.