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Atlas Capital Advisors’s ORIX IX Stock Holding History

Atlas Capital Advisors’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 		$277K Buy
9,227
+8,259
+853% +$262K 0.03% 363
2025
Q4 		$28.3K Buy
+968
New +$25.6K ﹤0.01% 692
2025
Q2 		$11K Sell
490
-2,340
-83% -$48K ﹤0.01% 768
2025
Q1 		$59.1K Buy
2,830
+145
+5% +$3.04K 0.01% 607
2024
Q4 		$57K Sell
2,685
-400
-13% -$8.77K 0.01% 589
2024
Q3 		$71.6K Buy
3,085
+205
+7% +$4.82K 0.01% 530
2024
Q2 		$64.1K Sell
2,880
-205
-7% -$4.38K 0.01% 555
2024
Q1 		$68K Buy
3,085
+205
+7% +$4.17K 0.01% 532
2023
Q4 		$53.8K Buy
2,880
+2,315
+410% +$42.1K 0.01% 578
2023
Q3 		$10.6K Buy
+565
New +$10.6K ﹤0.01% 700
2022
Q3 		– Sell
-310
Closed -$5.22K – 960
2022
Q2 		$5.22K Buy
+310
New +$5.63K ﹤0.01% 843

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

Atlas Capital Advisors's IX Position: Q1 2026 in Review

Atlas Capital Advisors increased its ORIX (IX) stake by 853% in Q1 2026, buying an estimated $262K and bringing the position to 9,227 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #363.

Atlas Capital Advisors first reported a position in IX in Q2 2022 and has held it in 11 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Atlas Capital Advisors held 9,227 shares of ORIX worth $277K as of Q1 2026.
  • Atlas Capital Advisors bought 8,259 ORIX shares in Q1 2026, an estimated $262K.
  • ORIX made up 0.03% of Atlas Capital Advisors's portfolio in Q1 2026, its #363 holding.
  • Atlas Capital Advisors first reported a position in ORIX in Q2 2022 and has held it in 11 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.