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Bruce G. Allen Investments’s ORIX IX Stock Holding History

Bruce G. Allen 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 		$46.3K Hold
1,545
– – 0.03% 267
2025
Q4 		$45.1K Hold
1,545
– – 0.03% 270
2025
Q3 		$40.4K Hold
1,545
– – 0.03% 297
2025
Q2 		$34.8K Buy
1,545
+275
+22% +$5.65K 0.03% 311
2025
Q1 		$26.5K Sell
1,270
-30
-2% -$629 0.02% 344
2024
Q4 		$27.6K Hold
1,300
– – 0.02% 341
2024
Q3 		$30.2K Hold
1,300
– – 0.02% 336
2024
Q2 		$28.9K Buy
1,300
+90
+7% +$1.92K 0.02% 329
2024
Q1 		$26.7K Sell
1,210
-335
-22% -$6.81K 0.02% 346
2023
Q4 		$28.9K Buy
+1,545
New +$28.1K 0.03% 322

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

Bruce G. Allen Investments's IX Position: Q1 2026 in Review

Bruce G. Allen Investments held its ORIX (IX) position steady in Q1 2026 at 1,545 shares worth $46.3K. The position accounts for 0.03% of the portfolio, ranked #267.

Bruce G. Allen Investments first reported a position in IX in Q4 2023 and has held it in 10 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Bruce G. Allen Investments held 1,545 shares of ORIX worth $46.3K as of Q1 2026.
  • Bruce G. Allen Investments left its ORIX share count unchanged in Q1 2026.
  • ORIX made up 0.03% of Bruce G. Allen Investments's portfolio in Q1 2026, its #267 holding.
  • Bruce G. Allen Investments first reported a position in ORIX in Q4 2023 and has held it in 10 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.