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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Smartleaf Asset Management's IX Position: Q1 2026 in Review

Smartleaf Asset Management increased its ORIX (IX) stake by 8.2% in Q1 2026, buying an estimated $24.1K and bringing the position to 9,980 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #667.

Smartleaf Asset Management first reported a position in IX in Q4 2023 and has held it in 10 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

Smartleaf Asset Management held 9,980 shares of ORIX worth $291K as of Q1 2026.
Smartleaf Asset Management bought 758 ORIX shares in Q1 2026, an estimated $24.1K.
ORIX made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #667 holding.
Smartleaf Asset Management first reported a position in ORIX in Q4 2023 and has held it in 10 quarters since.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.