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Smartleaf Asset Management’s ORIX IX Stock Holding History

Smartleaf Asset Management’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 		$384K Hold
9,980
– – 0.01% 619
2026
Q1 		$291K Buy
9,980
+758
+8% +$24.1K 0.01% 667
2025
Q4 		$271K Buy
9,222
+758
+9% +$20.1K 0.01% 677
2025
Q3 		$225K Buy
8,464
+1,720
+26% +$42.7K 0.01% 684
2025
Q2 		$150K Sell
6,744
-630
-9% -$12.9K 0.01% 686
2025
Q1 		$156K Buy
7,374
+1,004
+16% +$21.1K 0.02% 653
2024
Q4 		$136K Buy
6,370
+4,705
+283% +$103K 0.01% 698
2024
Q3 		$39.8K Buy
1,665
+1,265
+316% +$29.7K ﹤0.01% 994
2024
Q2 		$8.78K Buy
400
+335
+515% +$7.15K ﹤0.01% 1477
2024
Q1 		$1.43K Hold
65
– – ﹤0.01% 1535
2023
Q4 		$1.21K Buy
+65
New +$1.18K ﹤0.01% 1026

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

Smartleaf Asset Management's IX Position: Q2 2026 in Review

Smartleaf Asset Management held its ORIX (IX) position steady in Q2 2026 at 9,980 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #619.

Smartleaf Asset Management first reported a position in IX in Q4 2023 and has held it in 11 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Smartleaf Asset Management held 9,980 shares of ORIX worth $384K as of Q2 2026.
  • Smartleaf Asset Management left its ORIX share count unchanged in Q2 2026.
  • ORIX made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #619 holding.
  • Smartleaf Asset Management first reported a position in ORIX in Q4 2023 and has held it in 11 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.