PAS
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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Park Avenue Securities's IX Position: Q1 2026 in Review

Park Avenue Securities increased its ORIX (IX) stake by 57% in Q1 2026, buying an estimated $331K and bringing the position to 28,840 shares worth $865K. The position accounts for 0.01% of the portfolio, ranked #876.

Park Avenue Securities first reported a position in IX in Q3 2023 and has held it in 10 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Park Avenue Securities held 28,840 shares of ORIX worth $865K as of Q1 2026.
  • Park Avenue Securities bought 10,442 ORIX shares in Q1 2026, an estimated $331K.
  • ORIX made up 0.01% of Park Avenue Securities's portfolio in Q1 2026, its #876 holding.
  • Park Avenue Securities first reported a position in ORIX in Q3 2023 and has held it in 10 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Park Avenue Securities's 13F filing for Q1 2026, filed 7 Apr 2026.