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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
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 $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

&Partners's IX Position: Q1 2026 in Review

&Partners increased its ORIX (IX) stake by 11% in Q1 2026, buying an estimated $219K and bringing the position to 68,896 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #913.

&Partners first reported a position in IX in Q2 2024 and has held it in 8 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • &Partners held 68,896 shares of ORIX worth $1.97M as of Q1 2026.
  • &Partners bought 6,916 ORIX shares in Q1 2026, an estimated $219K.
  • ORIX made up 0.01% of &Partners's portfolio in Q1 2026, its #913 holding.
  • &Partners first reported a position in ORIX in Q2 2024 and has held it in 8 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.