IX — ORIX SPONSORED ADR COMMON STOCK

Ownership history in Wilmington Savings Fund Society, FSB  ·  6 quarters on record

This page tracks every 13F SEC filing in which Wilmington Savings Fund Society, FSB reported a position in ORIX SPONSORED ADR COMMON STOCK (IX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 3,295 — 0% 0.00% $86K $26.12
2025 Q2 UNCHANGED 3,295 — 0% 0.00% $74K $22.52
2025 Q1 ADDED 3,295 +2,620 +388.1% 0.00% $69K $20.89
2024 Q4 REDUCED 675 -12 -1.7% 0.00% $72K $20.84
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% of Fund (quarterly)    IX price (monthly, adj. close)

Other funds also holding IX

As of 2025 Q4 — sorted by position size

Henry James International Management Inc. 3Y 7Y 1.85% Ativo Capital Management LLC 3Y 7Y 1.31% TODD ASSET MANAGEMENT LLC 3Y 7Y 1.04% Gilman Hill Asset Management, LLC 3Y 7Y 0.92% Lester Murray Antman dba SimplyRich 3Y 7Y 0.48% PARADIGM ASSET MANAGEMENT CO LLC 3Y 7Y 0.45% EAGLE GLOBAL ADVISORS LLC 3Y 7Y 0.36% Plan A Wealth LLC 0.35% DGS Capital Management, LLC 3Y 0.28% Boston Common Asset Management, LLC 3Y 7Y 0.26%
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