Atala Financial’s ORIX IX Stock Holding History

Atala Financial’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
2025 Q2	–	Sell	-155	Closed	-$3.24K	–	291
2025 Q1	$3.24K	Hold	155	–	–	﹤0.01%	430
2024 Q4	$3.29K	Buy	+155	New	+$3.4K	﹤0.01%	430

Other funds holding IX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Atala Financial's IX Position: Q2 2025 in Review

Atala Financial sold out of ORIX (IX) in Q2 2025, closing a stake of 155 shares — an estimated $3.24K sold.

Atala Financial first reported a position in IX in Q4 2024 and held it in 2 quarters. The position peaked at $3.29K in Q4 2024. 208 funds tracked by Wall St. Rank hold IX as of Q2 2025.

Atala Financial reported no remaining ORIX position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 155 ORIX shares in Q2 2025, an estimated $3.24K.
Atala Financial first reported a position in ORIX in Q4 2024 and held it in 2 quarters.
Atala Financial's ORIX position peaked at $3.29K in Q4 2024.
208 funds tracked by Wall St. Rank held ORIX as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.