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PDS Planning’s ORIX IX Stock Holding History

PDS Planning’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 		$486K Sell
12,787
-7
-0.1% -$249 0.03% 305
2026
Q1 		$384K Sell
12,794
-82
-0.6% -$2.6K 0.03% 326
2025
Q4 		$376K Buy
12,876
+1,589
+14% +$42.1K 0.03% 317
2025
Q3 		$295K Buy
11,287
+663
+6% +$16.4K 0.02% 384
2025
Q2 		$239K Sell
10,624
-225
-2% -$4.62K 0.02% 426
2025
Q1 		$227K Buy
10,849
+1,284
+13% +$26.9K 0.02% 400
2024
Q4 		$203K Sell
9,565
-1,580
-14% -$34.6K 0.02% 399
2024
Q3 		$259K Buy
11,145
+730
+7% +$17.2K 0.02% 339
2024
Q2 		$232K Sell
10,415
-240
-2% -$5.13K 0.02% 327
2024
Q1 		$235K Buy
+10,655
New +$217K 0.02% 324

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

PDS Planning's IX Position: Q2 2026 in Review

PDS Planning reduced its ORIX (IX) stake by 0.05% in Q2 2026, selling an estimated $249 and leaving 12,787 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #305.

PDS Planning first reported a position in IX in Q1 2024 and has held it in 10 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • PDS Planning held 12,787 shares of ORIX worth $486K as of Q2 2026.
  • PDS Planning sold 7 ORIX shares in Q2 2026, an estimated $249.
  • ORIX made up 0.03% of PDS Planning's portfolio in Q2 2026, its #305 holding.
  • PDS Planning first reported a position in ORIX in Q1 2024 and has held it in 10 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.