Vident Advisory’s ORIX IX Stock Holding History

Vident Advisory’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	$789K	Buy	20,736 +3,989	+24%	+$142K	0.01%	1111
2026 Q1	$502K	Buy	16,747 +2,378	+17%	+$75.5K	﹤0.01%	1257
2025 Q4	$420K	Sell	14,369 -276	-2%	-$7.31K	﹤0.01%	1249
2025 Q3	$383K	Buy	+14,645	New	+$363K	﹤0.01%	1302
2024 Q4	–	Sell	-75,815	Closed	-$1.76M	–	1498
2024 Q3	$1.76M	Buy	75,815 +13,450	+22%	+$316K	0.04%	431
2024 Q2	$1.39M	Buy	62,365 +11,325	+22%	+$242K	0.04%	485
2024 Q1	$1.13M	Buy	51,040 +8,745	+21%	+$178K	0.02%	543
2023 Q4	$790K	Buy	42,295 +5,925	+16%	+$108K	0.02%	628
2023 Q3	$683K	Buy	+36,370	New	+$680K	0.02%	616

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

Vident Advisory's IX Position: Q2 2026 in Review

Vident Advisory increased its ORIX (IX) stake by 24% in Q2 2026, buying an estimated $142K and bringing the position to 20,736 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #1111.

Vident Advisory first reported a position in IX in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.76M in Q3 2024. 319 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Vident Advisory held 20,736 shares of ORIX worth $789K as of Q2 2026.
Vident Advisory bought 3,989 ORIX shares in Q2 2026, an estimated $142K.
ORIX made up 0.01% of Vident Advisory's portfolio in Q2 2026, its #1111 holding.
Vident Advisory first reported a position in ORIX in Q3 2023 and has held it in 9 quarters since.
Vident Advisory's ORIX position peaked at $1.76M in Q3 2024.
319 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.