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XTX Topco’s ORIX IX Stock Holding History

XTX Topco’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 		$871K Sell
22,885
-3,710
-14% -$132K 0.01% 1921
2026
Q1 		$798K Buy
+26,595
New +$844K 0.01% 1615
2025
Q4 		– Sell
-12,243
Closed -$320K – 3547
2025
Q3 		$320K Buy
+12,243
New +$304K 0.02% 1461

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
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
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

XTX Topco's IX Position: Q2 2026 in Review

XTX Topco reduced its ORIX (IX) stake by 14% in Q2 2026, selling an estimated $132K and leaving 22,885 shares worth $871K. The position accounts for 0.01% of the portfolio, ranked #1921.

XTX Topco first reported a position in IX in Q3 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • XTX Topco held 22,885 shares of ORIX worth $871K as of Q2 2026.
  • XTX Topco sold 3,710 ORIX shares in Q2 2026, an estimated $132K.
  • ORIX made up 0.01% of XTX Topco's portfolio in Q2 2026, its #1921 holding.
  • XTX Topco first reported a position in ORIX in Q3 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on XTX Topco's 13F filing for Q2 2026, filed 14 Aug 2026.