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 Q2	$265K	Sell	6,973 -949	-12%	-$33.8K	﹤0.01%	1299
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

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 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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Vestmark Advisory Solutions's IX Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its ORIX (IX) stake by 12% in Q2 2026, selling an estimated $33.8K and leaving 6,973 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Vestmark Advisory Solutions first reported a position in IX in Q2 2025 and has held it in 3 quarters since. The position peaked at $537K in Q2 2025. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Vestmark Advisory Solutions held 6,973 shares of ORIX worth $265K as of Q2 2026.
Vestmark Advisory Solutions sold 949 ORIX shares in Q2 2026, an estimated $33.8K.
ORIX made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1299 holding.
Vestmark Advisory Solutions first reported a position in ORIX in Q2 2025 and has held it in 3 quarters since.
Vestmark Advisory Solutions's ORIX position peaked at $537K in Q2 2025.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.