Russell Investments Group
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Russell Investments Group’s ORIX IX Stock Holding History

Russell Investments Group’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 		$88.1K Buy
2,316
+553
+31% +$19.7K ﹤0.01% 3483
2026
Q1 		$52.9K Buy
1,763
+269
+18% +$8.54K ﹤0.01% 3299
2025
Q4 		$43.7K Sell
1,494
-3,003
-67% -$79.5K ﹤0.01% 3351
2025
Q3 		$117K Buy
4,497
+3,080
+217% +$76.4K ﹤0.01% 2978
2025
Q2 		$31.9K Buy
1,417
+77
+6% +$1.58K ﹤0.01% 3087
2025
Q1 		$28K Buy
1,340
+585
+77% +$12.3K ﹤0.01% 3041
2024
Q4 		$16K Buy
755
+75
+11% +$1.64K ﹤0.01% 3048
2024
Q3 		$15.8K Hold
680
– – ﹤0.01% 3003
2024
Q2 		$15.1K Buy
680
+95
+16% +$2.03K ﹤0.01% 2990
2024
Q1 		$12.9K Sell
585
-240
-29% -$4.88K ﹤0.01% 2821
2023
Q4 		$15.4K Sell
825
-3,265
-80% -$59.4K ﹤0.01% 2780
2023
Q3 		$78.1K Sell
4,090
-20
-0.5% -$374 ﹤0.01% 2671
2023
Q2 		$74.9K Buy
4,110
+4,090
+20,450% +$70.9K ﹤0.01% 2657
2023
Q1 		$328 Buy
+20
New +$343 ﹤0.01% 3217
2019
Q1 		– Sell
-7,945
Closed -$114K – 2957
2018
Q4 		$114K Buy
+7,945
New +$125K ﹤0.01% 2708
2017
Q4 		– Sell
-15,500
Closed -$251K – 2979
2017
Q3 		$251K Hold
15,500
– – ﹤0.01% 2624
2017
Q2 		$242K Sell
15,500
-19,500
-56% -$305K ﹤0.01% 2645
2017
Q1 		$520K Buy
+35,000
New +$543K ﹤0.01% 2410

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

Russell Investments Group's IX Position: Q2 2026 in Review

Russell Investments Group increased its ORIX (IX) stake by 31% in Q2 2026, buying an estimated $19.7K and bringing the position to 2,316 shares worth $88.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3483.

Russell Investments Group first reported a position in IX in Q1 2017 and has held it in 18 quarters since. The position peaked at $520K in Q1 2017. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Russell Investments Group held 2,316 shares of ORIX worth $88.1K as of Q2 2026.
  • Russell Investments Group bought 553 ORIX shares in Q2 2026, an estimated $19.7K.
  • ORIX made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3483 holding.
  • Russell Investments Group first reported a position in ORIX in Q1 2017 and has held it in 18 quarters since.
  • Russell Investments Group's ORIX position peaked at $520K in Q1 2017.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.