Salomon & Ludwin’s ORIX IX Stock Holding History

Salomon & Ludwin’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	$74.5K	Sell	1,940 -165	-8%	-$5.87K	0.01%	363
2026 Q1	$63.2K	Buy	2,105 +1,361	+183%	+$43.2K	0.01%	392
2025 Q4	$22.2K	Buy	744 +271	+57%	+$7.17K	﹤0.01%	820
2025 Q3	$12.2K	Buy	473 +460	+3,538%	+$11.4K	﹤0.01%	1159
2025 Q2	$297	Buy	+13	New	+$267	﹤0.01%	930

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

Salomon & Ludwin's IX Position: Q2 2026 in Review

Salomon & Ludwin reduced its ORIX (IX) stake by 7.8% in Q2 2026, selling an estimated $5.87K and leaving 1,940 shares worth $74.5K. The position accounts for 0.01% of the portfolio, ranked #363.

Salomon & Ludwin first reported a position in IX in Q2 2025 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Salomon & Ludwin held 1,940 shares of ORIX worth $74.5K as of Q2 2026.
Salomon & Ludwin sold 165 ORIX shares in Q2 2026, an estimated $5.87K.
ORIX made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #363 holding.
Salomon & Ludwin first reported a position in ORIX in Q2 2025 and has held it in 5 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.