Sage Rhino Capital’s ORIX IX Stock Holding History

Sage Rhino Capital’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	$294K	Sell	7,735 -70	-0.9%	-$2.49K	0.05%	228
2026 Q1	$234K	Sell	7,805 -66	-0.8%	-$2.1K	0.04%	248
2025 Q4	$230K	Sell	7,871 -206	-3%	-$5.45K	0.04%	239
2025 Q3	$211K	Buy	+8,077	New	+$200K	0.04%	260

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

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 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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Sage Rhino Capital's IX Position: Q2 2026 in Review

Sage Rhino Capital reduced its ORIX (IX) stake by 0.9% in Q2 2026, selling an estimated $2.49K and leaving 7,735 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #228.

Sage Rhino Capital first reported a position in IX in Q3 2025 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Sage Rhino Capital held 7,735 shares of ORIX worth $294K as of Q2 2026.
Sage Rhino Capital sold 70 ORIX shares in Q2 2026, an estimated $2.49K.
ORIX made up 0.05% of Sage Rhino Capital's portfolio in Q2 2026, its #228 holding.
Sage Rhino Capital first reported a position in ORIX in Q3 2025 and has held it in 4 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.