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Savant Capital’s ORIX IX Stock Holding History

Savant 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
Q1 		$554K Buy
18,477
+3,221
+21% +$102K ﹤0.01% 862
2025
Q4 		$446K Buy
15,256
+1,952
+15% +$51.7K ﹤0.01% 886
2025
Q3 		$348K Sell
13,304
-75
-0.6% -$1.86K ﹤0.01% 949
2025
Q2 		$301K Buy
+13,379
New +$275K ﹤0.01% 953

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

Savant Capital's IX Position: Q1 2026 in Review

Savant Capital increased its ORIX (IX) stake by 21% in Q1 2026, buying an estimated $102K and bringing the position to 18,477 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Savant Capital first reported a position in IX in Q2 2025 and has held it in 4 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Savant Capital held 18,477 shares of ORIX worth $554K as of Q1 2026.
  • Savant Capital bought 3,221 ORIX shares in Q1 2026, an estimated $102K.
  • ORIX made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #862 holding.
  • Savant Capital first reported a position in ORIX in Q2 2025 and has held it in 4 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.