Versant Capital Management
IX icon

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
Q3 		$777K Buy
20,593
+418
+2% +$16.5K 0.07% 171
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

Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Versant Capital Management's IX Position: Q3 2026 in Review

Versant Capital Management increased its ORIX (IX) stake by 2.1% in Q3 2026, buying an estimated $16.5K and bringing the position to 20,593 shares worth $777K. The position accounts for 0.07% of the portfolio, ranked #171.

Versant Capital Management first reported a position in IX in Q4 2024 and has held it in 8 quarters since. 39 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Versant Capital Management held 20,593 shares of ORIX worth $777K as of Q3 2026.
  • Versant Capital Management bought 418 ORIX shares in Q3 2026, an estimated $16.5K.
  • ORIX made up 0.07% of Versant Capital Management's portfolio in Q3 2026, its #171 holding.
  • Versant Capital Management first reported a position in ORIX in Q4 2024 and has held it in 8 quarters since.
  • 39 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.