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

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

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.