VSQM
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V-Square Quantitative Management’s ORIX IX Stock Holding History

V-Square Quantitative 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 		– Sell
-1,617
Closed -$48.5K – 753
2026
Q1 		$48.5K Buy
1,617
+468
+41% +$14.9K 0.01% 591
2025
Q4 		$33.6K Buy
+1,149
New +$30.4K ﹤0.01% 615

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

V-Square Quantitative Management's IX Position: Q2 2026 in Review

V-Square Quantitative Management sold out of ORIX (IX) in Q2 2026, closing a stake of 1,617 shares — an estimated $48.5K sold.

V-Square Quantitative Management first reported a position in IX in Q4 2025 and held it in 2 quarters. The position peaked at $48.5K in Q1 2026. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • V-Square Quantitative Management reported no remaining ORIX position as of Q2 2026 after selling out during the quarter.
  • V-Square Quantitative Management sold 1,617 ORIX shares in Q2 2026, an estimated $48.5K.
  • V-Square Quantitative Management first reported a position in ORIX in Q4 2025 and held it in 2 quarters.
  • V-Square Quantitative Management's ORIX position peaked at $48.5K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.