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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
2026
Q2 		$571 Buy
+15
New +$534 ﹤0.01% 1634
2025
Q4 		– Sell
-32
Closed -$836 – 1629
2025
Q3 		$836 Buy
+32
New +$794 ﹤0.01% 1070

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bare Financial Services's IX Position: Q2 2026 in Review

Bare Financial Services opened a new position in ORIX (IX) in Q2 2026: 15 shares worth $571. The stake represents ﹤0.01% of the portfolio and ranks #1634 among its holdings. This is a return to the name: Bare Financial Services previously reported a position in IX as recently as Q3 2025.

Bare Financial Services first reported a position in IX in Q3 2025 and has held it in 2 quarters since. The position peaked at $836 in Q3 2025. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Bare Financial Services held 15 shares of ORIX worth $571 as of Q2 2026.
  • ORIX was a new Bare Financial Services position in Q2 2026.
  • ORIX made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1634 holding.
  • Bare Financial Services first reported a position in ORIX in Q3 2025 and has held it in 2 quarters since.
  • Bare Financial Services's ORIX position peaked at $836 in Q3 2025.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.