Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.48M | Buy |
49,211
+9,802
| +25% | +$311K | ﹤0.01% | 3117 |
|
|
2025
Q4 | $1.15M | Sell |
39,409
-681
| -2% | -$18K | ﹤0.01% | 3270 |
|
|
2025
Q3 | $1.05M | Buy |
40,090
+9,380
| +31% | +$233K | ﹤0.01% | 3341 |
|
|
2025
Q2 | $692K | Buy |
30,710
+11,125
| +57% | +$228K | ﹤0.01% | 3410 |
|
|
2025
Q1 | $409K | Buy |
19,585
+1,510
| +8% | +$31.7K | ﹤0.01% | 3570 |
|
|
2024
Q4 | $385K | Sell |
18,075
-1,615
| -8% | -$35.4K | ﹤0.01% | 3620 |
|
|
2024
Q3 | $457K | Buy |
19,690
+2,280
| +13% | +$53.6K | ﹤0.01% | 3513 |
|
|
2024
Q2 | $388K | Sell |
17,410
-10
| -0.1% | -$214 | ﹤0.01% | 3508 |
|
|
2024
Q1 | $384K | Sell |
17,420
-1,885
| -10% | -$38.3K | ﹤0.01% | 3511 |
|
|
2023
Q4 | $361K | Sell |
19,305
-1,465
| -7% | -$26.6K | ﹤0.01% | 3562 |
|
|
2023
Q3 | $390K | Sell |
20,770
-345
| -2% | -$6.45K | ﹤0.01% | 3493 |
|
|
2023
Q2 | $385K | Buy |
21,115
+2,850
| +16% | +$49.4K | ﹤0.01% | 3528 |
|
|
2023
Q1 | $300K | Buy |
18,265
+255
| +1% | +$4.37K | ﹤0.01% | 3615 |
|
|
2022
Q4 | $290K | Sell |
18,010
-750
| -4% | -$11.4K | ﹤0.01% | 3595 |
|
|
2022
Q3 | $265K | Sell |
18,760
-1,500
| -7% | -$24.5K | ﹤0.01% | 3622 |
|
|
2022
Q2 | $341K | Sell |
20,260
-8,045
| -28% | -$146K | ﹤0.01% | 3531 |
|
|
2022
Q1 | $565K | Buy |
28,305
+2,780
| +11% | +$56.8K | ﹤0.01% | 3442 |
|
|
2021
Q4 | $520K | Buy |
25,525
+710
| +3% | +$14.1K | ﹤0.01% | 3511 |
|
|
2021
Q3 | $469K | Buy |
24,815
+190
| +0.8% | +$3.5K | ﹤0.01% | 3428 |
|
|
2021
Q2 | $417K | Sell |
24,625
-7,475
| -23% | -$128K | ﹤0.01% | 3526 |
|
|
2021
Q1 | $544K | Buy |
32,100
+6,125
| +24% | +$105K | ﹤0.01% | 3367 |
|
|
2020
Q4 | $401K | Buy |
25,975
+4,540
| +21% | +$64K | ﹤0.01% | 3415 |
|
|
2020
Q3 | $269K | Buy |
21,435
+1,420
| +7% | +$17.5K | ﹤0.01% | 3458 |
|
|
2020
Q2 | $246K | Sell |
20,015
-3,620
| -15% | -$44.5K | ﹤0.01% | 3422 |
|
|
2020
Q1 | $279K | Buy |
+23,635
| New | +$373K | ﹤0.01% | 3329 |
|
|
2019
Q3 | – | Sell |
-15,460
| Closed | -$232K | – | 3735 |
|
|
2019
Q2 | $232K | Sell |
15,460
-18,115
| -54% | -$259K | ﹤0.01% | 3553 |
|
|
2019
Q1 | $483K | Buy |
33,575
+2,210
| +7% | +$32.6K | ﹤0.01% | 3304 |
|
|
2018
Q4 | $449K | Sell |
31,365
-4,205
| -12% | -$65.9K | ﹤0.01% | 3231 |
|
|
2018
Q3 | $577K | Sell |
35,570
-4,455
| -11% | -$71.8K | ﹤0.01% | 3252 |
|
|
2018
Q2 | $632K | Sell |
40,025
-1,685
| -4% | -$29.1K | ﹤0.01% | 3177 |
|
|
2018
Q1 | $750K | Buy |
41,710
+10,055
| +32% | +$182K | ﹤0.01% | 3083 |
|
|
2017
Q4 | $536K | Buy |
31,655
+955
| +3% | +$16.2K | ﹤0.01% | 3192 |
|
|
2017
Q3 | $498K | Sell |
30,700
-1,610
| -5% | -$25.9K | ﹤0.01% | 3222 |
|
|
2017
Q2 | $503K | Sell |
32,310
-20,675
| -39% | -$323K | ﹤0.01% | 3232 |
|
|
2017
Q1 | $788K | Sell |
52,985
-4,925
| -9% | -$76.4K | ﹤0.01% | 3004 |
|
|
2016
Q4 | $902K | Sell |
57,910
-3,555
| -6% | -$54.6K | ﹤0.01% | 3014 |
|
|
2016
Q3 | $900K | Buy |
61,465
+26,075
| +74% | +$368K | ﹤0.01% | 2958 |
|
|
2016
Q2 | $452K | Buy |
35,390
+1,610
| +5% | +$22.4K | ﹤0.01% | 3210 |
|
|
2016
Q1 | $482K | Buy |
33,780
+4,810
| +17% | +$65.5K | ﹤0.01% | 3184 |
|
|
2015
Q4 | $407K | Sell |
28,970
-630
| -2% | -$9.16K | ﹤0.01% | 3352 |
|
|
2015
Q3 | $385K | Sell |
29,600
-3,370
| -10% | -$46.8K | ﹤0.01% | 3375 |
|
|
2015
Q2 | $492K | Buy |
32,970
+5,470
| +20% | +$84.7K | ﹤0.01% | 3452 |
|
|
2015
Q1 | $387K | Buy |
+27,500
| New | +$360K | ﹤0.01% | 3309 |
|
|
2014
Q4 | – | Sell |
-10,305
| Closed | -$143K | – | 4062 |
|
|
2014
Q3 | $143K | Sell |
10,305
-4,450
| -30% | -$68.3K | ﹤0.01% | 3528 |
|
|
2014
Q2 | $245K | Buy |
14,755
+2,385
| +19% | +$36.3K | ﹤0.01% | 3233 |
|
|
2014
Q1 | $175K | Buy |
12,370
+895
| +8% | +$13.7K | ﹤0.01% | 3293 |
|
|
2013
Q4 | $204K | Buy |
11,475
+555
| +5% | +$9.5K | ﹤0.01% | 3136 |
|
|
2013
Q3 | $178K | Buy |
10,920
+1,130
| +12% | +$16.8K | ﹤0.01% | 3229 |
|
|
2013
Q2 | $134K | Buy |
+9,790
| New | +$138K | ﹤0.01% | 3254 |
|
Other funds holding IX
TAM
TRSOTSOK
CCM
Ameriprise's IX Position: Q1 2026 in Review
Ameriprise increased its ORIX (IX) stake by 25% in Q1 2026, buying an estimated $311K and bringing the position to 49,211 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #3117.
Ameriprise first reported a position in IX in Q2 2013 and has held it in 49 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.
- Ameriprise held 49,211 shares of ORIX worth $1.48M as of Q1 2026.
- Ameriprise bought 9,802 ORIX shares in Q1 2026, an estimated $311K.
- ORIX made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3117 holding.
- Ameriprise first reported a position in ORIX in Q2 2013 and has held it in 49 quarters since.
- 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.
Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.