Boreal Capital Management’s ORIX IX Stock Holding History

Boreal Capital Management’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	–	Sell	-210	Closed	-$4.73K	–	541
2025 Q2	$4.73K	Buy	+210	New	+$4.31K	﹤0.01%	405

Other funds holding IX

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Boreal Capital Management's IX Position: Q3 2025 in Review

Boreal Capital Management sold out of ORIX (IX) in Q3 2025, closing a stake of 210 shares — an estimated $4.73K sold.

Boreal Capital Management first reported a position in IX in Q2 2025 and held it in 1 quarter. The position peaked at $4.73K in Q2 2025. 216 funds tracked by Wall St. Rank hold IX as of Q3 2025.

Boreal Capital Management reported no remaining ORIX position as of Q3 2025 after selling out during the quarter.
Boreal Capital Management sold 210 ORIX shares in Q3 2025, an estimated $4.73K.
Boreal Capital Management first reported a position in ORIX in Q2 2025 and held it in 1 quarter.
Boreal Capital Management's ORIX position peaked at $4.73K in Q2 2025.
216 funds tracked by Wall St. Rank held ORIX as of Q3 2025.

Based on Boreal Capital Management's 13F filing for Q3 2025, filed 13 Feb 2026.