Barclays’s ORIX IX Stock Holding History

Barclays’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 Q3	$16.2K	Buy	+430	New	+$17K	﹤0.01%	4774
2021 Q4	–	Sell	-200	Closed	-$4K	–	4460
2021 Q3	$4K	Hold	200	–	–	﹤0.01%	4623
2021 Q2	$3K	Hold	200	–	–	﹤0.01%	4778
2021 Q1	$3K	Buy	+200	New	+$3.42K	﹤0.01%	4526
2015 Q4	–	Sell	-3,920	Closed	-$50K	–	6266
2015 Q3	$50K	Sell	3,920 -2,020	-34%	-$28K	﹤0.01%	5017
2015 Q2	$88K	Sell	5,940 -425	-7%	-$6.58K	﹤0.01%	4754
2015 Q1	$91K	Sell	6,365 -80,350	-93%	-$1.05M	﹤0.01%	4911
2014 Q4	$1.08M	Buy	86,715 +76,355	+737%	+$999K	﹤0.01%	3149
2014 Q3	$143K	Buy	10,360 +9,625	+1,310%	+$148K	﹤0.01%	5042
2014 Q2	$13K	Sell	735 -465	-39%	-$7.08K	﹤0.01%	6703
2014 Q1	$16K	Buy	+1,200	New	+$18.4K	﹤0.01%	6707

Other funds holding IX

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Barclays's IX Position: Q3 2026 in Review

Barclays opened a new position in ORIX (IX) in Q3 2026: 430 shares worth $16.2K. The stake represents ﹤0.01% of the portfolio and ranks #4774 among its holdings. This is a return to the name: Barclays previously reported a position in IX as recently as Q3 2021.

Barclays first reported a position in IX in Q1 2014 and has held it in 11 quarters since. The position peaked at $1.08M in Q4 2014. 171 funds tracked by Wall St. Rank hold IX as of Q3 2026.

Barclays held 430 shares of ORIX worth $16.2K as of Q3 2026.
ORIX was a new Barclays position in Q3 2026.
ORIX made up ﹤0.01% of Barclays's portfolio in Q3 2026, its #4774 holding.
Barclays first reported a position in ORIX in Q1 2014 and has held it in 11 quarters since.
Barclays's ORIX position peaked at $1.08M in Q4 2014.
171 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.