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Binnacle Investments’s ORIX IX Stock Holding History

Binnacle 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
2025
Q3 		$19K Buy
726
+358
+97% +$8.88K 0.01% 287
2025
Q2 		$8.29K Buy
368
+268
+268% +$5.5K 0.01% 403
2025
Q1 		$2.09K Buy
+100
New +$2.1K ﹤0.01% 518

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Binnacle Investments's IX Position: Q3 2025 in Review

Binnacle Investments increased its ORIX (IX) stake by 97% in Q3 2025, buying an estimated $8.88K and bringing the position to 726 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #287.

Binnacle Investments first reported a position in IX in Q1 2025 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold IX as of Q3 2025.

  • Binnacle Investments held 726 shares of ORIX worth $19K as of Q3 2025.
  • Binnacle Investments bought 358 ORIX shares in Q3 2025, an estimated $8.88K.
  • ORIX made up 0.01% of Binnacle Investments's portfolio in Q3 2025, its #287 holding.
  • Binnacle Investments first reported a position in ORIX in Q1 2025 and has held it in 3 quarters since.
  • 216 funds tracked by Wall St. Rank held ORIX as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.