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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
Q2 		$55.7K Sell
1,464
-81
-5% -$2.88K 0.04% 246
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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bruce G. Allen Investments's IX Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its ORIX (IX) stake by 5.2% in Q2 2026, selling an estimated $2.88K and leaving 1,464 shares worth $55.7K. The position accounts for 0.04% of the portfolio, ranked #246.

Bruce G. Allen Investments first reported a position in IX in Q4 2023 and has held it in 11 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Bruce G. Allen Investments held 1,464 shares of ORIX worth $55.7K as of Q2 2026.
  • Bruce G. Allen Investments sold 81 ORIX shares in Q2 2026, an estimated $2.88K.
  • ORIX made up 0.04% of Bruce G. Allen Investments's portfolio in Q2 2026, its #246 holding.
  • Bruce G. Allen Investments first reported a position in ORIX in Q4 2023 and has held it in 11 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.