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Callan Capital’s ORIX IX Stock Holding History

Callan Capital’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
2025
Q1 		$1.45M Buy
69,576
+11,286
+19% +$237K 0.11% 93
2024
Q4 		$1.24M Sell
58,290
-11,490
-16% -$252K 0.09% 92
2024
Q3 		$1.62M Buy
69,780
+22,505
+48% +$529K 0.11% 88
2024
Q2 		$1.05M Buy
47,275
+9,060
+24% +$193K 0.09% 105
2024
Q1 		$842K Buy
+38,215
New +$777K 0.07% 108

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Callan Capital's IX Position: Q1 2025 in Review

Callan Capital increased its ORIX (IX) stake by 19% in Q1 2025, buying an estimated $237K and bringing the position to 69,576 shares worth $1.45M. The position accounts for 0.11% of the portfolio, ranked #93.

Callan Capital first reported a position in IX in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.62M in Q3 2024. 191 funds tracked by Wall St. Rank hold IX as of Q1 2025.

  • Callan Capital held 69,576 shares of ORIX worth $1.45M as of Q1 2025.
  • Callan Capital bought 11,286 ORIX shares in Q1 2025, an estimated $237K.
  • ORIX made up 0.11% of Callan Capital's portfolio in Q1 2025, its #93 holding.
  • Callan Capital first reported a position in ORIX in Q1 2024 and has held it in 5 quarters since.
  • Callan Capital's ORIX position peaked at $1.62M in Q3 2024.
  • 191 funds tracked by Wall St. Rank held ORIX as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.