Bare Financial Services’s ORIX IX Stock Holding History

Bare Financial Services’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
2025 Q4	–	Sell	-32	Closed	-$836	–	1629
2025 Q3	$836	Buy	+32	New	+$794	﹤0.01%	1070

Other funds holding IX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Bare Financial Services's IX Position: Q4 2025 in Review

Bare Financial Services sold out of ORIX (IX) in Q4 2025, closing a stake of 32 shares — an estimated $836 sold.

Bare Financial Services first reported a position in IX in Q3 2025 and held it in 1 quarter. The position peaked at $836 in Q3 2025. 240 funds tracked by Wall St. Rank hold IX as of Q4 2025.

Bare Financial Services reported no remaining ORIX position as of Q4 2025 after selling out during the quarter.
Bare Financial Services sold 32 ORIX shares in Q4 2025, an estimated $836.
Bare Financial Services first reported a position in ORIX in Q3 2025 and held it in 1 quarter.
Bare Financial Services's ORIX position peaked at $836 in Q3 2025.
240 funds tracked by Wall St. Rank held ORIX as of Q4 2025.

Based on Bare Financial Services's 13F filing for Q4 2025, filed 6 Feb 2026.