Park Avenue Securities
IX icon

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
Q3 		$1.07M Sell
28,321
-2,562
-8% -$101K 0.01% 923
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% -$3.8K ﹤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 $2.32T AUM 44.66% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Park Avenue Securities's IX Position: Q3 2026 in Review

Park Avenue Securities reduced its ORIX (IX) stake by 8.3% in Q3 2026, selling an estimated $101K and leaving 28,321 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #923.

Park Avenue Securities first reported a position in IX in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.18M in Q2 2026. 214 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Park Avenue Securities held 28,321 shares of ORIX worth $1.07M as of Q3 2026.
  • Park Avenue Securities sold 2,562 ORIX shares in Q3 2026, an estimated $101K.
  • ORIX made up 0.01% of Park Avenue Securities's portfolio in Q3 2026, its #923 holding.
  • Park Avenue Securities first reported a position in ORIX in Q3 2023 and has held it in 12 quarters since.
  • Park Avenue Securities's ORIX position peaked at $1.18M in Q2 2026.
  • 214 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Park Avenue Securities's 13F filing for Q3 2026, filed 26 Oct 2026.