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Brooklyn Investment Group’s ORIX IX Stock Holding History

Brooklyn Investment Group’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 		$617K Buy
20,559
+9,185
+81% +$291K 0.02% 876
2025
Q4 		$336K Buy
+11,374
New +$301K 0.02% 955
2025
Q3 		– Sell
-3,343
Closed -$75.2K – 1684
2025
Q2 		$75.2K Buy
3,343
+2,014
+152% +$41.4K 0.01% 1108
2025
Q1 		$27.8K Buy
1,329
+1,324
+26,480% +$27.8K 0.01% 1015
2024
Q4 		$107 Buy
+5
New +$110 ﹤0.01% 1815

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

Brooklyn Investment Group's IX Position: Q1 2026 in Review

Brooklyn Investment Group increased its ORIX (IX) stake by 81% in Q1 2026, buying an estimated $291K and bringing the position to 20,559 shares worth $617K. The position accounts for 0.02% of the portfolio, ranked #876.

Brooklyn Investment Group first reported a position in IX in Q4 2024 and has held it in 5 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Brooklyn Investment Group held 20,559 shares of ORIX worth $617K as of Q1 2026.
  • Brooklyn Investment Group bought 9,185 ORIX shares in Q1 2026, an estimated $291K.
  • ORIX made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #876 holding.
  • Brooklyn Investment Group first reported a position in ORIX in Q4 2024 and has held it in 5 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.