Park Avenue Securities’s ORIX IX Stock Holding History

Park Avenue Securities’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	$1.18M	Buy	30,883 +2,043	+7%	+$72.7K	0.01%	880
2026 Q1	$865K	Buy	28,840 +10,442	+57%	+$331K	0.01%	876
2025 Q4	$538K	Buy	18,398 +874	+5%	+$23.1K	﹤0.01%	1060
2025 Q3	$458K	Sell	17,524 -153	-0.9%	-$3.79K	﹤0.01%	1226
2025 Q2	$398K	Buy	+17,677	New	+$363K	﹤0.01%	1167
2025 Q1	–	Sell	-17,300	Closed	-$368K	–	1361
2024 Q4	$368K	Buy	17,300 +4,055	+31%	+$88.9K	﹤0.01%	1198
2024 Q3	$307K	Sell	13,245 -2,220	-14%	-$52.2K	﹤0.01%	1171
2024 Q2	$344K	Buy	15,465 +1,290	+9%	+$27.5K	﹤0.01%	1134
2024 Q1	$312K	Buy	14,175 +385	+3%	+$7.83K	﹤0.01%	1160
2023 Q4	$258K	Buy	13,790 +750	+6%	+$13.6K	﹤0.01%	1184
2023 Q3	$245K	Buy	+13,040	New	+$244K	﹤0.01%	1141

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

Park Avenue Securities's IX Position: Q2 2026 in Review

Park Avenue Securities increased its ORIX (IX) stake by 7.1% in Q2 2026, buying an estimated $72.7K and bringing the position to 30,883 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #880.

Park Avenue Securities first reported a position in IX in Q3 2023 and has held it in 11 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Park Avenue Securities held 30,883 shares of ORIX worth $1.18M as of Q2 2026.
Park Avenue Securities bought 2,043 ORIX shares in Q2 2026, an estimated $72.7K.
ORIX made up 0.01% of Park Avenue Securities's portfolio in Q2 2026, its #880 holding.
Park Avenue Securities first reported a position in ORIX in Q3 2023 and has held it in 11 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.