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IX icon

&Partners’s ORIX IX Stock Holding History

&Partners’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 		$2.75M Buy
72,570
+3,674
+5% +$131K 0.01% 851
2026
Q1 		$1.97M Buy
68,896
+6,916
+11% +$219K 0.01% 913
2025
Q4 		$1.81M Buy
61,980
+7,205
+13% +$191K 0.01% 919
2025
Q3 		$1.43M Sell
54,775
-11,615
-17% -$288K 0.01% 918
2025
Q2 		$1.15M Buy
66,390
+16,555
+33% +$340K 0.01% 919
2025
Q1 		$1.08M Buy
49,835
+14,545
+41% +$305K 0.01% 794
2024
Q4 		$759K Buy
35,290
+14,405
+69% +$316K 0.01% 884
2024
Q3 		$485K Buy
20,885
+11,780
+129% +$277K 0.01% 886
2024
Q2 		$203K Buy
+9,105
New +$194K 0.01% 851

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
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
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

&Partners's IX Position: Q2 2026 in Review

&Partners increased its ORIX (IX) stake by 5.3% in Q2 2026, buying an estimated $131K and bringing the position to 72,570 shares worth $2.75M. The position accounts for 0.01% of the portfolio, ranked #851.

&Partners first reported a position in IX in Q2 2024 and has held it in 9 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • &Partners held 72,570 shares of ORIX worth $2.75M as of Q2 2026.
  • &Partners bought 3,674 ORIX shares in Q2 2026, an estimated $131K.
  • ORIX made up 0.01% of &Partners's portfolio in Q2 2026, its #851 holding.
  • &Partners first reported a position in ORIX in Q2 2024 and has held it in 9 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.