TAFW
IX icon

Tred Avon Family Wealth’s ORIX IX Stock Holding History

Tred Avon Family Wealth’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 		$755K Sell
25,190
-3,720
-13% -$118K 0.25% 118
2025
Q4 		$845K Sell
28,910
-1,075
-4% -$28.5K 0.27% 98
2025
Q3 		$783K Buy
+29,985
New +$744K 0.27% 106

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Northern Trust
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tred Avon Family Wealth's IX Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its ORIX (IX) stake by 13% in Q1 2026, selling an estimated $118K and leaving 25,190 shares worth $755K. The position accounts for 0.25% of the portfolio, ranked #118.

Tred Avon Family Wealth first reported a position in IX in Q3 2025 and has held it in 3 quarters since. The position peaked at $845K in Q4 2025. 281 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Tred Avon Family Wealth held 25,190 shares of ORIX worth $755K as of Q1 2026.
  • Tred Avon Family Wealth sold 3,720 ORIX shares in Q1 2026, an estimated $118K.
  • ORIX made up 0.25% of Tred Avon Family Wealth's portfolio in Q1 2026, its #118 holding.
  • Tred Avon Family Wealth first reported a position in ORIX in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's ORIX position peaked at $845K in Q4 2025.
  • 281 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.