Bank of America’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $86.8M | Buy |
2,893,892
+25,662
| +0.9% | +$814K | 0.01% | 1215 |
|
|
2025
Q4 | $83.8M | Buy |
2,868,230
+492,952
| +21% | +$13.1M | 0.01% | 1213 |
|
|
2025
Q3 | $62M | Buy |
2,375,278
+21,330
| +0.9% | +$529K | ﹤0.01% | 1551 |
|
|
2025
Q2 | $53M | Buy |
2,353,948
+99,516
| +4% | +$2.04M | ﹤0.01% | 1658 |
|
|
2025
Q1 | $47.1M | Buy |
2,254,432
+130,582
| +6% | +$2.74M | ﹤0.01% | 1645 |
|
|
2024
Q4 | $45.1M | Buy |
2,123,850
+26,505
| +1% | +$581K | ﹤0.01% | 1591 |
|
|
2024
Q3 | $48.7M | Sell |
2,097,345
-267,420
| -11% | -$6.28M | ﹤0.01% | 1585 |
|
|
2024
Q2 | $52.6M | Buy |
2,364,765
+14,575
| +0.6% | +$311K | ﹤0.01% | 1420 |
|
|
2024
Q1 | $51.8M | Buy |
2,350,190
+42,725
| +2% | +$868K | ﹤0.01% | 1457 |
|
|
2023
Q4 | $43.1M | Sell |
2,307,465
-41,105
| -2% | -$748K | ﹤0.01% | 1479 |
|
|
2023
Q3 | $44.1M | Buy |
2,348,570
+970,450
| +70% | +$18.1M | ﹤0.01% | 1358 |
|
|
2023
Q2 | $25.1M | Buy |
1,378,120
+923,840
| +203% | +$16M | ﹤0.01% | 1816 |
|
|
2023
Q1 | $7.46M | Buy |
454,280
+12,080
| +3% | +$207K | ﹤0.01% | 3116 |
|
|
2022
Q4 | $7.12M | Sell |
442,200
-73,460
| -14% | -$1.12M | ﹤0.01% | 3021 |
|
|
2022
Q3 | $7.29M | Buy |
515,660
+230
| +0% | +$3.76K | ﹤0.01% | 2950 |
|
|
2022
Q2 | $8.68M | Sell |
515,430
-24,265
| -4% | -$441K | ﹤0.01% | 2839 |
|
|
2022
Q1 | $10.8M | Sell |
539,695
-4,395
| -0.8% | -$89.8K | ﹤0.01% | 2793 |
|
|
2021
Q4 | $11.1M | Buy |
544,090
+100,190
| +23% | +$1.99M | ﹤0.01% | 2821 |
|
|
2021
Q3 | $8.39M | Sell |
443,900
-11,305
| -2% | -$208K | ﹤0.01% | 3029 |
|
|
2021
Q2 | $7.71M | Sell |
455,205
-132,805
| -23% | -$2.27M | ﹤0.01% | 3085 |
|
|
2021
Q1 | $9.97M | Buy |
588,010
+16,595
| +3% | +$284K | ﹤0.01% | 2722 |
|
|
2020
Q4 | $8.84M | Sell |
571,415
-22,320
| -4% | -$315K | ﹤0.01% | 2602 |
|
|
2020
Q3 | $7.43M | Buy |
593,735
+29,090
| +5% | +$358K | ﹤0.01% | 2542 |
|
|
2020
Q2 | $6.96M | Buy |
564,645
+146,155
| +35% | +$1.8M | ﹤0.01% | 2550 |
|
|
2020
Q1 | $4.95M | Sell |
418,490
-338,175
| -45% | -$5.34M | ﹤0.01% | 2673 |
|
|
2019
Q4 | $12.6M | Buy |
756,665
+132,875
| +21% | +$2.13M | ﹤0.01% | 2333 |
|
|
2019
Q3 | $9.38M | Buy |
623,790
+10,855
| +2% | +$163K | ﹤0.01% | 2582 |
|
|
2019
Q2 | $9.18M | Buy |
612,935
+19,570
| +3% | +$280K | ﹤0.01% | 2639 |
|
|
2019
Q1 | $8.53M | Sell |
593,365
-1,052,390
| -64% | -$15.5M | ﹤0.01% | 2650 |
|
|
2018
Q4 | $23.6M | Sell |
1,645,755
-671,605
| -29% | -$10.5M | ﹤0.01% | 1542 |
|
|
2018
Q3 | $37.6M | Buy |
2,317,360
+20,995
| +0.9% | +$338K | 0.01% | 1310 |
|
|
2018
Q2 | $36.3M | Buy |
2,296,365
+285,420
| +14% | +$4.93M | 0.01% | 1317 |
|
|
2018
Q1 | $36.1M | Sell |
2,010,945
-155,475
| -7% | -$2.81M | 0.01% | 1291 |
|
|
2017
Q4 | $36.7M | Sell |
2,166,420
-228,165
| -10% | -$3.86M | 0.01% | 1326 |
|
|
2017
Q3 | $38.8M | Buy |
2,394,585
+504,505
| +27% | +$8.11M | 0.01% | 1346 |
|
|
2017
Q2 | $29.5M | Buy |
1,890,080
+43,995
| +2% | +$687K | 0.01% | 1412 |
|
|
2017
Q1 | $27.4M | Buy |
1,846,085
+97,090
| +6% | +$1.51M | 0.01% | 1490 |
|
|
2016
Q4 | $27.2M | Sell |
1,748,995
-163,005
| -9% | -$2.5M | 0.01% | 1429 |
|
|
2016
Q3 | $28.4M | Buy |
1,912,000
+226,085
| +13% | +$3.19M | 0.01% | 1378 |
|
|
2016
Q2 | $21.6M | Sell |
1,685,915
-137,250
| -8% | -$1.91M | 0.01% | 1528 |
|
|
2016
Q1 | $26M | Buy |
1,823,165
+163,525
| +10% | +$2.23M | 0.01% | 1361 |
|
|
2015
Q4 | $23.3M | Sell |
1,659,640
-78,990
| -5% | -$1.15M | 0.01% | 1513 |
|
|
2015
Q3 | $22.6M | Buy |
1,738,630
+1,686,820
| +3,256% | +$23.4M | 0.01% | 1520 |
|
|
2015
Q2 | $772K | Buy |
51,810
+48,185
| +1,329% | +$746K | ﹤0.01% | 4332 |
|
|
2015
Q1 | $51K | Sell |
3,625
-280
| -7% | -$3.66K | ﹤0.01% | 5646 |
|
|
2014
Q4 | $49K | Buy |
3,905
+745
| +24% | +$9.74K | ﹤0.01% | 6358 |
|
|
2014
Q3 | $44K | Sell |
3,160
-1,710
| -35% | -$26.2K | ﹤0.01% | 6591 |
|
|
2014
Q2 | $81K | Sell |
4,870
-18,475
| -79% | -$281K | ﹤0.01% | 6300 |
|
|
2014
Q1 | $329K | Buy |
23,345
+21,620
| +1,253% | +$331K | ﹤0.01% | 4970 |
|
|
2013
Q4 | $31K | Sell |
1,725
-1,695
| -50% | -$29K | ﹤0.01% | 6825 |
|
|
2013
Q3 | $56K | Sell |
3,420
-5,555
| -62% | -$82.6K | ﹤0.01% | 6361 |
|
|
2013
Q2 | $123K | Buy |
+8,975
| New | +$127K | ﹤0.01% | 6031 |
|
Other funds holding IX
TAM
TRSOTSOK
CCM
QCM
Bank of America's IX Position: Q1 2026 in Review
Bank of America increased its ORIX (IX) stake by 0.89% in Q1 2026, buying an estimated $814K and bringing the position to 2,893,892 shares worth $86.8M. The position accounts for 0.01% of the portfolio, ranked #1215.
Bank of America first reported a position in IX in Q2 2013 and has held it in 52 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.
- Bank of America held 2,893,892 shares of ORIX worth $86.8M as of Q1 2026.
- Bank of America bought 25,662 ORIX shares in Q1 2026, an estimated $814K.
- ORIX made up 0.01% of Bank of America's portfolio in Q1 2026, its #1215 holding.
- Bank of America first reported a position in ORIX in Q2 2013 and has held it in 52 quarters since.
- 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.