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 Q2	$934K	Buy	24,548 +1,549	+7%	+$55.1K	0.02%	548
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 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

Savvy Advisors Inc's IX Position: Q2 2026 in Review

Savvy Advisors Inc increased its ORIX (IX) stake by 6.7% in Q2 2026, buying an estimated $55.1K and bringing the position to 24,548 shares worth $934K. The position accounts for 0.02% of the portfolio, ranked #548.

Savvy Advisors Inc first reported a position in IX in Q4 2024 and has held it in 7 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Savvy Advisors Inc held 24,548 shares of ORIX worth $934K as of Q2 2026.
Savvy Advisors Inc bought 1,549 ORIX shares in Q2 2026, an estimated $55.1K.
ORIX made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #548 holding.
Savvy Advisors Inc first reported a position in ORIX in Q4 2024 and has held it in 7 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.