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Versant Capital Management’s ORIX IX Stock Holding History

Versant Capital 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 		$767K Sell
20,175
-961
-5% -$34.2K 0.07% 175
2026
Q1 		$634K Buy
21,136
+3,749
+22% +$119K 0.06% 209
2025
Q4 		$508K Buy
17,387
+2,170
+14% +$57.5K 0.06% 217
2025
Q3 		$397K Sell
15,217
-1,516
-9% -$37.6K 0.05% 261
2025
Q2 		$377K Buy
16,733
+934
+6% +$19.2K 0.06% 253
2025
Q1 		$330K Buy
15,799
+14,944
+1,748% +$313K 0.06% 260
2024
Q4 		$18.2K Buy
+855
New +$18.7K ﹤0.01% 1085

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

Versant Capital Management's IX Position: Q2 2026 in Review

Versant Capital Management reduced its ORIX (IX) stake by 4.5% in Q2 2026, selling an estimated $34.2K and leaving 20,175 shares worth $767K. The position accounts for 0.07% of the portfolio, ranked #175.

Versant Capital Management first reported a position in IX in Q4 2024 and has held it in 7 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Versant Capital Management held 20,175 shares of ORIX worth $767K as of Q2 2026.
  • Versant Capital Management sold 961 ORIX shares in Q2 2026, an estimated $34.2K.
  • ORIX made up 0.07% of Versant Capital Management's portfolio in Q2 2026, its #175 holding.
  • Versant Capital Management first reported a position in ORIX in Q4 2024 and has held it in 7 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.