Signature Equity Partners’s ORIX IX Stock Holding History

Signature Equity Partners’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	$9.97K	Buy	262 +57	+28%	+$2.03K	﹤0.01%	813
2026 Q1	$6.15K	Buy	205 +44	+27%	+$1.4K	﹤0.01%	922
2025 Q4	$4.7K	Buy	+161	New	+$4.26K	﹤0.01%	1005

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

Signature Equity Partners's IX Position: Q2 2026 in Review

Signature Equity Partners increased its ORIX (IX) stake by 28% in Q2 2026, buying an estimated $2.03K and bringing the position to 262 shares worth $9.97K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Signature Equity Partners first reported a position in IX in Q4 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Signature Equity Partners held 262 shares of ORIX worth $9.97K as of Q2 2026.
Signature Equity Partners bought 57 ORIX shares in Q2 2026, an estimated $2.03K.
ORIX made up ﹤0.01% of Signature Equity Partners's portfolio in Q2 2026, its #813 holding.
Signature Equity Partners first reported a position in ORIX in Q4 2025 and has held it in 3 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.