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Atomi Financial Group’s ORIX IX Stock Holding History

Atomi Financial Group’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 		$695K Buy
23,160
+4,404
+23% +$140K 0.02% 570
2025
Q4 		$548K Buy
18,756
+1,867
+11% +$49.4K 0.02% 646
2025
Q3 		$441K Buy
16,889
+1,518
+10% +$37.6K 0.01% 696
2025
Q2 		$346K Sell
15,371
-490
-3% -$10.1K 0.01% 748
2025
Q1 		$331K Buy
15,861
+2,921
+23% +$61.2K 0.02% 717
2024
Q4 		$275K Sell
12,940
-940
-7% -$20.6K 0.01% 767
2024
Q3 		$322K Buy
13,880
+2,675
+24% +$62.9K 0.02% 640
2024
Q2 		$249K Buy
11,205
+1,560
+16% +$33.3K 0.02% 656
2024
Q1 		$213K Buy
+9,645
New +$196K 0.02% 657

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

Atomi Financial Group's IX Position: Q1 2026 in Review

Atomi Financial Group increased its ORIX (IX) stake by 23% in Q1 2026, buying an estimated $140K and bringing the position to 23,160 shares worth $695K. The position accounts for 0.02% of the portfolio, ranked #570.

Atomi Financial Group first reported a position in IX in Q1 2024 and has held it in 9 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Atomi Financial Group held 23,160 shares of ORIX worth $695K as of Q1 2026.
  • Atomi Financial Group bought 4,404 ORIX shares in Q1 2026, an estimated $140K.
  • ORIX made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #570 holding.
  • Atomi Financial Group first reported a position in ORIX in Q1 2024 and has held it in 9 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.