VSQM
IX icon

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
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 $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 $5.11B AUM 34.73% 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

V-Square Quantitative Management's IX Position: Q1 2026 in Review

V-Square Quantitative Management increased its ORIX (IX) stake by 41% in Q1 2026, buying an estimated $14.9K and bringing the position to 1,617 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #591.

V-Square Quantitative Management first reported a position in IX in Q4 2025 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • V-Square Quantitative Management held 1,617 shares of ORIX worth $48.5K as of Q1 2026.
  • V-Square Quantitative Management bought 468 ORIX shares in Q1 2026, an estimated $14.9K.
  • ORIX made up 0.01% of V-Square Quantitative Management's portfolio in Q1 2026, its #591 holding.
  • V-Square Quantitative Management first reported a position in ORIX in Q4 2025 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on V-Square Quantitative Management's 13F filing for Q1 2026, filed 27 Apr 2026.