VAS
IX icon

Vestmark Advisory Solutions’s ORIX IX Stock Holding History

Vestmark Advisory Solutions’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 		$238K Buy
+7,922
New +$251K ﹤0.01% 1240
2025
Q3 		– Sell
-23,837
Closed -$537K – 957
2025
Q2 		$537K Buy
+23,837
New +$489K 0.01% 604

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

Vestmark Advisory Solutions's IX Position: Q1 2026 in Review

Vestmark Advisory Solutions opened a new position in ORIX (IX) in Q1 2026: 7,922 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #1240 among its holdings. This is a return to the name: Vestmark Advisory Solutions previously reported a position in IX as recently as Q2 2025.

Vestmark Advisory Solutions first reported a position in IX in Q2 2025 and has held it in 2 quarters since. The position peaked at $537K in Q2 2025. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Vestmark Advisory Solutions held 7,922 shares of ORIX worth $238K as of Q1 2026.
  • ORIX was a new Vestmark Advisory Solutions position in Q1 2026.
  • ORIX made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #1240 holding.
  • Vestmark Advisory Solutions first reported a position in ORIX in Q2 2025 and has held it in 2 quarters since.
  • Vestmark Advisory Solutions's ORIX position peaked at $537K in Q2 2025.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.