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AlphaCore Capital’s ORIX IX Stock Holding History

AlphaCore Capital’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 		– Sell
-66,186
Closed -$1.93M – 1377
2025
Q4 		$1.93M Sell
66,186
-11,521
-15% -$305K 0.04% 278
2025
Q3 		$2.03M Buy
77,707
+76,512
+6,403% +$1.9M 0.07% 190
2025
Q2 		$26.9K Buy
+1,195
New +$24.5K ﹤0.01% 887

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

AlphaCore Capital's IX Position: Q1 2026 in Review

AlphaCore Capital sold out of ORIX (IX) in Q1 2026, closing a stake of 66,186 shares — an estimated $1.93M sold.

AlphaCore Capital first reported a position in IX in Q2 2025 and held it in 3 quarters. The position peaked at $2.03M in Q3 2025. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • AlphaCore Capital reported no remaining ORIX position as of Q1 2026 after selling out during the quarter.
  • AlphaCore Capital sold 66,186 ORIX shares in Q1 2026, an estimated $1.93M.
  • AlphaCore Capital first reported a position in ORIX in Q2 2025 and held it in 3 quarters.
  • AlphaCore Capital's ORIX position peaked at $2.03M in Q3 2025.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.