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Sivia Capital Partners’s ORIX IX Stock Holding History

Sivia Capital 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 		$286K Buy
+7,529
New +$268K 0.03% 460
2026
Q1 		– Sell
-12,033
Closed -$352K – 550
2025
Q4 		$352K Buy
12,033
+1,032
+9% +$27.3K 0.07% 365
2025
Q3 		$287K Buy
11,001
+31
+0.3% +$769 0.08% 341
2025
Q2 		$247K Buy
+10,970
New +$225K 0.08% 350

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
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
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Sivia Capital Partners's IX Position: Q2 2026 in Review

Sivia Capital Partners opened a new position in ORIX (IX) in Q2 2026: 7,529 shares worth $286K. The stake represents 0.03% of the portfolio and ranks #460 among its holdings. This is a return to the name: Sivia Capital Partners previously reported a position in IX as recently as Q4 2025.

Sivia Capital Partners first reported a position in IX in Q2 2025 and has held it in 4 quarters since. The position peaked at $352K in Q4 2025. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Sivia Capital Partners held 7,529 shares of ORIX worth $286K as of Q2 2026.
  • ORIX was a new Sivia Capital Partners position in Q2 2026.
  • ORIX made up 0.03% of Sivia Capital Partners's portfolio in Q2 2026, its #460 holding.
  • Sivia Capital Partners first reported a position in ORIX in Q2 2025 and has held it in 4 quarters since.
  • Sivia Capital Partners's ORIX position peaked at $352K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.