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 Q2	$1.06M	Buy	31,155 +12,678	+69%	+$451K	﹤0.01%	853
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 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

Savant Capital's IX Position: Q2 2026 in Review

Savant Capital increased its ORIX (IX) stake by 69% in Q2 2026, buying an estimated $451K and bringing the position to 31,155 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Savant Capital 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.

Savant Capital held 31,155 shares of ORIX worth $1.06M as of Q2 2026.
Savant Capital bought 12,678 ORIX shares in Q2 2026, an estimated $451K.
ORIX made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #853 holding.
Savant Capital 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 Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.