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Syon Capital’s ORIX IX Stock Holding History

Syon Capital’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 		$1.14M Buy
29,862
+1,273
+4% +$45.3K 0.05% 304
2026
Q1 		$857K Sell
28,589
-1,206
-4% -$38.3K 0.04% 349
2025
Q4 		$871K Buy
29,795
+6,156
+26% +$163K 0.04% 350
2025
Q3 		$617K Buy
23,639
+11,606
+96% +$288K 0.03% 412
2025
Q2 		$271K Buy
+12,033
New +$247K 0.02% 584

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

Syon Capital's IX Position: Q2 2026 in Review

Syon Capital increased its ORIX (IX) stake by 4.5% in Q2 2026, buying an estimated $45.3K and bringing the position to 29,862 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #304.

Syon Capital first reported a position in IX in Q2 2025 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Syon Capital held 29,862 shares of ORIX worth $1.14M as of Q2 2026.
  • Syon Capital bought 1,273 ORIX shares in Q2 2026, an estimated $45.3K.
  • ORIX made up 0.05% of Syon Capital's portfolio in Q2 2026, its #304 holding.
  • Syon Capital first reported a position in ORIX in Q2 2025 and has held it in 5 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.