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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
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
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

Vident Advisory's IX Position: Q1 2026 in Review

Vident Advisory increased its ORIX (IX) stake by 17% in Q1 2026, buying an estimated $75.5K and bringing the position to 16,747 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Vident Advisory first reported a position in IX in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.76M in Q3 2024. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Vident Advisory held 16,747 shares of ORIX worth $502K as of Q1 2026.
  • Vident Advisory bought 2,378 ORIX shares in Q1 2026, an estimated $75.5K.
  • ORIX made up ﹤0.01% of Vident Advisory's portfolio in Q1 2026, its #1257 holding.
  • Vident Advisory first reported a position in ORIX in Q3 2023 and has held it in 8 quarters since.
  • Vident Advisory's ORIX position peaked at $1.76M in Q3 2024.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

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