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Boston Common Asset Management’s ORIX IX Stock Holding History

Boston Common Asset 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
2026
Q1 		$5.25M Sell
175,172
-1,223
-0.7% -$38.8K 0.34% 82
2025
Q4 		$5.15M Sell
176,395
-58,684
-25% -$1.55M 0.31% 84
2025
Q3 		$6.14M Sell
235,079
-34,538
-13% -$857K 0.17% 173
2025
Q2 		$6.07M Sell
269,617
-13,471
-5% -$277K 0.17% 168
2025
Q1 		$5.91M Buy
283,088
+57,718
+26% +$1.21M 0.18% 166
2024
Q4 		$4.79M Sell
225,370
-17,225
-7% -$377K 0.14% 183
2024
Q3 		$5.63M Sell
242,595
-37,210
-13% -$875K 0.15% 182
2024
Q2 		$6.23M Sell
279,805
-11,040
-4% -$236K 0.16% 167
2024
Q1 		$6.41M Buy
290,845
+16,805
+6% +$342K 0.15% 174
2023
Q4 		$5.12M Sell
274,040
-28,935
-10% -$526K 0.12% 198
2023
Q3 		$5.69M Sell
302,975
-7,860
-3% -$147K 0.14% 184
2023
Q2 		$5.67M Buy
310,835
+6,730
+2% +$117K 0.12% 191
2023
Q1 		$4.99M Sell
304,105
-31,015
-9% -$531K 0.1% 206
2022
Q4 		$5.4M Sell
335,120
-35,625
-10% -$541K 0.26% 104
2022
Q3 		$5.24M Buy
370,745
+8,085
+2% +$132K 0.27% 104
2022
Q2 		$6.1M Buy
362,660
+56,040
+18% +$1.02M 0.3% 97
2022
Q1 		$6.12M Sell
306,620
-4,910
-2% -$100K 0.26% 104
2021
Q4 		$6.34M Buy
311,530
+25,800
+9% +$514K 0.26% 101
2021
Q3 		$5.4M Buy
285,730
+31,930
+13% +$588K 0.23% 107
2021
Q2 		$4.3M Buy
253,800
+75,040
+42% +$1.28M 0.18% 116
2021
Q1 		$3.03M Buy
178,760
+22,620
+14% +$387K 0.19% 123
2020
Q4 		$2.42M Buy
156,140
+38,830
+33% +$548K 0.17% 122
2020
Q3 		$1.47M Buy
117,310
+23,470
+25% +$289K 0.14% 140
2020
Q2 		$1.16M Buy
93,840
+20,610
+28% +$253K 0.12% 139
2020
Q1 		$866K Sell
73,230
-15,745
-18% -$248K 0.12% 136
2019
Q4 		$1.48M Sell
88,975
-2,795
-3% -$44.9K 0.17% 107
2019
Q3 		$1.38M Buy
91,770
+7,025
+8% +$105K 0.17% 102
2019
Q2 		$1.27M Buy
84,745
+19,000
+29% +$272K 0.16% 113
2019
Q1 		$945K Buy
65,745
+14,680
+29% +$216K 0.12% 120
2018
Q4 		$731K Buy
51,065
+1,590
+3% +$24.9K 0.11% 132
2018
Q3 		$802K Buy
49,475
+16,880
+52% +$272K 0.1% 136
2018
Q2 		$515K Sell
32,595
-2,240
-6% -$38.7K 0.06% 156
2018
Q1 		$626K Buy
34,835
+17,395
+100% +$315K 0.07% 156
2017
Q4 		$296K Buy
+17,440
New +$295K 0.04% 164
2014
Q2 		– Sell
-30,200
Closed -$426K – 380
2014
Q1 		$426K Hold
30,200
– – 0.02% 256
2013
Q4 		$538K Sell
30,200
-3,650
-11% -$62.5K 0.03% 229
2013
Q3 		$554K Sell
33,850
-5,300
-14% -$78.8K 0.03% 232
2013
Q2 		$535K Buy
+39,150
New +$553K 0.03% 233

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Common Asset Management's IX Position: Q1 2026 in Review

Boston Common Asset Management reduced its ORIX (IX) stake by 0.69% in Q1 2026, selling an estimated $38.8K and leaving 175,172 shares worth $5.25M. The position accounts for 0.34% of the portfolio, ranked #82.

Boston Common Asset Management first reported a position in IX in Q2 2013 and has held it in 38 quarters since. The position peaked at $6.41M in Q1 2024. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Boston Common Asset Management held 175,172 shares of ORIX worth $5.25M as of Q1 2026.
  • Boston Common Asset Management sold 1,223 ORIX shares in Q1 2026, an estimated $38.8K.
  • ORIX made up 0.34% of Boston Common Asset Management's portfolio in Q1 2026, its #82 holding.
  • Boston Common Asset Management first reported a position in ORIX in Q2 2013 and has held it in 38 quarters since.
  • Boston Common Asset Management's ORIX position peaked at $6.41M in Q1 2024.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Boston Common Asset Management's 13F filing for Q1 2026, filed 7 May 2026.