Palladiem’s ORIX IX Stock Holding History

Palladiem’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	$326K	Sell	8,568 -389	-4%	-$13.8K	0.32%	41
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

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

Palladiem's IX Position: Q2 2026 in Review

Palladiem reduced its ORIX (IX) stake by 4.3% in Q2 2026, selling an estimated $13.8K and leaving 8,568 shares worth $326K. The position accounts for 0.32% of the portfolio, ranked #41.

Palladiem first reported a position in IX in Q4 2014 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Palladiem held 8,568 shares of ORIX worth $326K as of Q2 2026.
Palladiem sold 389 ORIX shares in Q2 2026, an estimated $13.8K.
ORIX made up 0.32% of Palladiem's portfolio in Q2 2026, its #41 holding.
Palladiem first reported a position in ORIX in Q4 2014 and has held it in 5 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Palladiem's 13F filing for Q2 2026, filed 13 Aug 2026.