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Brinker Capital Investments’s ORIX IX Stock Holding History

Brinker Capital 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
2026
Q1 		$2.9M Buy
96,541
+42,316
+78% +$1.34M 0.02% 575
2025
Q4 		$1.58M Buy
54,225
+1,821
+3% +$48.2K 0.01% 978
2025
Q3 		$1.37M Sell
52,404
-3,861
-7% -$95.8K 0.01% 1041
2025
Q2 		$1.27M Buy
56,265
+13,602
+32% +$279K 0.01% 1056
2025
Q1 		$891K Sell
42,663
-14,102
-25% -$296K 0.01% 1142
2024
Q4 		$1.21M Buy
56,765
+15,850
+39% +$347K 0.01% 947
2024
Q3 		$950K Buy
40,915
+670
+2% +$15.7K 0.01% 1065
2024
Q2 		$896K Sell
40,245
-1,705
-4% -$36.4K 0.01% 1036
2024
Q1 		$925K Sell
41,950
-290
-0.7% -$5.89K 0.01% 1021
2023
Q4 		$820K Sell
42,240
-550
-1% -$10K 0.01% 1036
2023
Q3 		$803K Sell
42,790
-1,050
-2% -$19.6K 0.01% 1024
2023
Q2 		$800K Sell
43,840
-1,575
-3% -$27.3K 0.01% 1037
2023
Q1 		$746K Buy
45,415
+2,370
+6% +$40.6K 0.01% 998
2022
Q4 		$693K Buy
43,045
+5,225
+14% +$79.4K 0.01% 873
2022
Q3 		$535K Buy
37,820
+1,960
+5% +$32K 0.01% 924
2022
Q2 		$604K Buy
35,860
+5,335
+17% +$96.9K 0.01% 913
2022
Q1 		$610K Buy
30,525
+530
+2% +$10.8K 0.01% 975
2021
Q4 		$611K Buy
29,995
+345
+1% +$6.87K 0.01% 990
2021
Q3 		$502K Hold
29,650
– – 0.01% 976
2021
Q2 		$502K Buy
+29,650
New +$506K 0.01% 1032

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

Brinker Capital Investments's IX Position: Q1 2026 in Review

Brinker Capital Investments increased its ORIX (IX) stake by 78% in Q1 2026, buying an estimated $1.34M and bringing the position to 96,541 shares worth $2.9M. The position accounts for 0.02% of the portfolio, ranked #575.

Brinker Capital Investments first reported a position in IX in Q2 2021 and has held it in 20 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Brinker Capital Investments held 96,541 shares of ORIX worth $2.9M as of Q1 2026.
  • Brinker Capital Investments bought 42,316 ORIX shares in Q1 2026, an estimated $1.34M.
  • ORIX made up 0.02% of Brinker Capital Investments's portfolio in Q1 2026, its #575 holding.
  • Brinker Capital Investments first reported a position in ORIX in Q2 2021 and has held it in 20 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.