SAI
IX icon

Savvy Advisors Inc’s ORIX IX Stock Holding History

Savvy Advisors Inc’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 		$690K Buy
22,999
+2,216
+11% +$70.3K 0.02% 555
2025
Q4 		$607K Buy
20,783
+1,194
+6% +$31.6K 0.02% 507
2025
Q3 		$512K Buy
19,589
+1,745
+10% +$43.3K 0.02% 421
2025
Q2 		$402K Buy
17,844
+2,764
+18% +$56.8K 0.03% 412
2025
Q1 		$315K Buy
15,080
+1,620
+12% +$34K 0.03% 383
2024
Q4 		$286K Buy
+13,460
New +$295K 0.03% 347

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

Savvy Advisors Inc's IX Position: Q1 2026 in Review

Savvy Advisors Inc increased its ORIX (IX) stake by 11% in Q1 2026, buying an estimated $70.3K and bringing the position to 22,999 shares worth $690K. The position accounts for 0.02% of the portfolio, ranked #555.

Savvy Advisors Inc first reported a position in IX in Q4 2024 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Savvy Advisors Inc held 22,999 shares of ORIX worth $690K as of Q1 2026.
  • Savvy Advisors Inc bought 2,216 ORIX shares in Q1 2026, an estimated $70.3K.
  • ORIX made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #555 holding.
  • Savvy Advisors Inc first reported a position in ORIX in Q4 2024 and has held it in 6 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.