Systematic Alpha Investments’s ORIX IX Stock Holding History

Systematic Alpha Investments’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	$944K	Hold	24,810	–	–	0.03%	120
2026 Q1	$744K	Hold	24,810	–	–	0.03%	125
2025 Q4	$725K	Hold	24,810	–	–	0.02%	128
2025 Q3	$648K	Hold	24,810	–	–	0.02%	134
2025 Q2	$559K	Hold	24,810	–	–	0.02%	144
2025 Q1	$518K	Hold	24,810	–	–	0.02%	144
2024 Q4	$527K	Hold	24,810	–	–	0.02%	144
2024 Q3	$576K	Hold	24,810	–	–	0.02%	143
2024 Q2	$552K	Hold	24,810	–	–	0.02%	141
2024 Q1	$547K	Hold	24,810	–	–	0.02%	147
2023 Q4	$463K	Hold	24,810	–	–	0.02%	148
2023 Q3	$466K	Hold	24,810	–	–	0.02%	145
2023 Q2	$453K	Hold	24,810	–	–	0.02%	150
2023 Q1	$407K	Hold	24,810	–	–	0.02%	161
2022 Q4	$400K	Hold	24,810	–	–	0.02%	160
2022 Q3	$351K	Hold	24,810	–	–	0.02%	160
2022 Q2	$418K	Hold	24,810	–	–	0.02%	150
2022 Q1	$495K	Buy	+24,810	New	+$507K	0.02%	156

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

Systematic Alpha Investments's IX Position: Q2 2026 in Review

Systematic Alpha Investments held its ORIX (IX) position steady in Q2 2026 at 24,810 shares worth $944K. The position accounts for 0.03% of the portfolio, ranked #120.

Systematic Alpha Investments first reported a position in IX in Q1 2022 and has held it in 18 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Systematic Alpha Investments held 24,810 shares of ORIX worth $944K as of Q2 2026.
Systematic Alpha Investments left its ORIX share count unchanged in Q2 2026.
ORIX made up 0.03% of Systematic Alpha Investments's portfolio in Q2 2026, its #120 holding.
Systematic Alpha Investments first reported a position in ORIX in Q1 2022 and has held it in 18 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Systematic Alpha Investments's 13F filing for Q2 2026, filed 13 Aug 2026.