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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
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 $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

PDS Planning's IX Position: Q1 2026 in Review

PDS Planning reduced its ORIX (IX) stake by 0.64% in Q1 2026, selling an estimated $2.6K and leaving 12,794 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #326.

PDS Planning first reported a position in IX in Q1 2024 and has held it in 9 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • PDS Planning held 12,794 shares of ORIX worth $384K as of Q1 2026.
  • PDS Planning sold 82 ORIX shares in Q1 2026, an estimated $2.6K.
  • ORIX made up 0.03% of PDS Planning's portfolio in Q1 2026, its #326 holding.
  • PDS Planning first reported a position in ORIX in Q1 2024 and has held it in 9 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.