Paradigm Asset Management’s ORIX IX Stock Holding History

Paradigm 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 Q1	$1.99M	Hold	66,400	–	–	0.47%	59
2025 Q4	$1.94M	Sell	66,400 -17,300	-21%	-$458K	0.45%	55
2025 Q3	$2.19M	Buy	83,700 +11,200	+15%	+$278K	0.5%	47
2025 Q2	$1.63M	Hold	72,500	–	–	0.4%	82
2025 Q1	$1.51M	Hold	72,500	–	–	0.4%	74
2024 Q4	$1.54M	Sell	72,500 -29,500	-29%	-$646K	0.42%	64
2024 Q3	$2.37M	Hold	102,000	–	–	0.62%	26
2024 Q2	$2.27M	Sell	102,000 -18,500	-15%	-$395K	0.63%	27
2024 Q1	$2.66M	Buy	120,500 +41,000	+52%	+$833K	0.67%	25
2023 Q4	$1.48M	Sell	79,500 -2,000	-2%	-$36.4K	0.39%	80
2023 Q3	$1.53M	Buy	81,500 +7,000	+9%	+$131K	0.43%	63
2023 Q2	$1.36M	Hold	74,500	–	–	0.36%	87
2023 Q1	$1.22M	Buy	74,500 +73,000	+4,867%	+$1.25M	0.34%	91
2022 Q4	$24.2K	Hold	1,500	–	–	0.01%	469
2022 Q3	$21.2K	Buy	+1,500	New	+$24.5K	0.01%	431

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

Paradigm Asset Management's IX Position: Q1 2026 in Review

Paradigm Asset Management held its ORIX (IX) position steady in Q1 2026 at 66,400 shares worth $1.99M. The position accounts for 0.47% of the portfolio, ranked #59.

Paradigm Asset Management first reported a position in IX in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.66M in Q1 2024. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

Paradigm Asset Management held 66,400 shares of ORIX worth $1.99M as of Q1 2026.
Paradigm Asset Management left its ORIX share count unchanged in Q1 2026.
ORIX made up 0.47% of Paradigm Asset Management's portfolio in Q1 2026, its #59 holding.
Paradigm Asset Management first reported a position in ORIX in Q3 2022 and has held it in 15 quarters since.
Paradigm Asset Management's ORIX position peaked at $2.66M in Q1 2024.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Paradigm Asset Management's 13F filing for Q1 2026, filed 12 May 2026.