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Atria Investments’s ORIX IX Stock Holding History

Atria Investments’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 		$780K Buy
26,025
+18,677
+254% +$593K 0.01% 1201
2025
Q4 		$215K Buy
+7,348
New +$195K ﹤0.01% 1934
2018
Q4 		– Sell
-17,525
Closed -$284K – 959
2018
Q3 		$284K Buy
17,525
+685
+4% +$11K 0.01% 787
2018
Q2 		$266K Buy
16,840
+2,195
+15% +$37.9K 0.01% 772
2018
Q1 		$263K Sell
14,645
-955
-6% -$17.3K 0.01% 720
2017
Q4 		$265K Buy
15,600
+1,400
+10% +$23.7K 0.01% 693
2017
Q3 		$230K Buy
+14,200
New +$228K 0.01% 696
2017
Q2 		– Sell
-13,550
Closed -$201K – 775
2017
Q1 		$201K Buy
13,550
+130
+1% +$2.02K 0.01% 654
2016
Q4 		$209K Buy
+13,420
New +$206K 0.02% 591

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

Atria Investments's IX Position: Q1 2026 in Review

Atria Investments increased its ORIX (IX) stake by 254% in Q1 2026, buying an estimated $593K and bringing the position to 26,025 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #1201.

Atria Investments first reported a position in IX in Q4 2016 and has held it in 9 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Atria Investments held 26,025 shares of ORIX worth $780K as of Q1 2026.
  • Atria Investments bought 18,677 ORIX shares in Q1 2026, an estimated $593K.
  • ORIX made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1201 holding.
  • Atria Investments first reported a position in ORIX in Q4 2016 and has held it in 9 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.