QCM
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QRG Capital Management’s ORIX IX Stock Holding History

QRG Capital Management’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 		$6.33M Buy
166,395
+13,092
+9% +$466K 0.05% 274
2026
Q1 		$4.6M Buy
153,303
+28,594
+23% +$907K 0.05% 287
2025
Q4 		$3.64M Buy
124,709
+8,737
+8% +$231K 0.04% 308
2025
Q3 		$3.03M Sell
115,972
-134,205
-54% -$3.33M 0.04% 313
2025
Q2 		$5.63M Buy
250,177
+3,092
+1% +$63.5K 0.05% 296
2025
Q1 		$5.16M Sell
247,085
-25,950
-10% -$544K 0.05% 297
2024
Q4 		$5.8M Buy
273,035
+5,890
+2% +$129K 0.06% 268
2024
Q3 		$6.2M Buy
267,145
+3,360
+1% +$79K 0.07% 255
2024
Q2 		$5.87M Buy
263,785
+4,290
+2% +$91.6K 0.07% 241
2024
Q1 		$5.72M Buy
259,495
+12,220
+5% +$248K 0.07% 244
2023
Q4 		$4.62M Buy
247,275
+1,645
+0.7% +$29.9K 0.07% 272
2023
Q3 		$4.61M Buy
+245,630
New +$4.59M 0.08% 239

Other funds holding IX

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

QRG Capital Management's IX Position: Q2 2026 in Review

QRG Capital Management increased its ORIX (IX) stake by 8.5% in Q2 2026, buying an estimated $466K and bringing the position to 166,395 shares worth $6.33M. The position accounts for 0.05% of the portfolio, ranked #274.

QRG Capital Management first reported a position in IX in Q3 2023 and has held it in 12 quarters since. 40 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • QRG Capital Management held 166,395 shares of ORIX worth $6.33M as of Q2 2026.
  • QRG Capital Management bought 13,092 ORIX shares in Q2 2026, an estimated $466K.
  • ORIX made up 0.05% of QRG Capital Management's portfolio in Q2 2026, its #274 holding.
  • QRG Capital Management first reported a position in ORIX in Q3 2023 and has held it in 12 quarters since.
  • 40 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.