Central Trust Company’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 | – | Sell |
-5
| Closed | -$146 | – | 1612 |
|
|
2025
Q4 | $146 | Buy |
+5
| New | +$132 | ﹤0.01% | 1519 |
|
|
2024
Q4 | – | Sell |
-40
| Closed | -$929 | – | 1466 |
|
|
2024
Q3 | $929 | Buy |
+40
| New | +$940 | ﹤0.01% | 1327 |
|
|
2022
Q3 | – | Sell |
-15
| Closed | – | – | 1361 |
|
|
2022
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 1411 |
|
|
2022
Q1 | $0 | Buy |
+15
| New | +$307 | ﹤0.01% | 1419 |
|
|
2020
Q1 | – | Sell |
-465
| Closed | -$8K | – | 1176 |
|
|
2019
Q4 | $8K | Hold |
465
| – | – | ﹤0.01% | 980 |
|
|
2019
Q3 | $7K | Hold |
465
| – | – | ﹤0.01% | 967 |
|
|
2019
Q2 | $7K | Sell |
465
-280
| -38% | -$4.01K | ﹤0.01% | 1007 |
|
|
2019
Q1 | $11K | Hold |
745
| – | – | ﹤0.01% | 863 |
|
|
2018
Q4 | $11K | Sell |
745
-2,645
| -78% | -$41.5K | ﹤0.01% | 872 |
|
|
2018
Q3 | $55K | Hold |
3,390
| – | – | ﹤0.01% | 667 |
|
|
2018
Q2 | $54K | Sell |
3,390
-35
| -1% | -$604 | ﹤0.01% | 655 |
|
|
2018
Q1 | $62K | Sell |
3,425
-2,810
| -45% | -$50.9K | ﹤0.01% | 641 |
|
|
2017
Q4 | $106K | Sell |
6,235
-170
| -3% | -$2.88K | 0.01% | 572 |
|
|
2017
Q3 | $104K | Sell |
6,405
-2,155
| -25% | -$34.7K | 0.01% | 560 |
|
|
2017
Q2 | $133K | Sell |
8,560
-4,535
| -35% | -$70.8K | 0.01% | 513 |
|
|
2017
Q1 | $195K | Sell |
13,095
-525
| -4% | -$8.14K | 0.01% | 461 |
|
|
2016
Q4 | $212K | Sell |
13,620
-1,740
| -11% | -$26.7K | 0.01% | 438 |
|
|
2016
Q3 | $228K | Sell |
15,360
-130
| -0.8% | -$1.83K | 0.02% | 414 |
|
|
2016
Q2 | $198K | Buy |
15,490
+820
| +6% | +$11.4K | 0.01% | 438 |
|
|
2016
Q1 | $209K | Buy |
14,670
+3,990
| +37% | +$54.3K | 0.02% | 424 |
|
|
2015
Q4 | $150K | Buy |
10,680
+5,255
| +97% | +$76.5K | 0.01% | 468 |
|
|
2015
Q3 | $70K | Buy |
5,425
+770
| +17% | +$10.7K | 0.01% | 574 |
|
|
2015
Q2 | $69K | Sell |
4,655
-815
| -15% | -$12.6K | 0.01% | 604 |
|
|
2015
Q1 | $77K | Buy |
5,470
+350
| +7% | +$4.58K | 0.01% | 563 |
|
|
2014
Q4 | $64K | Sell |
5,120
-20
| -0.4% | -$262 | 0.01% | 600 |
|
|
2014
Q3 | $71K | Hold |
5,140
| – | – | 0.01% | 585 |
|
|
2014
Q2 | $85K | Hold |
5,140
| – | – | 0.01% | 565 |
|
|
2014
Q1 | $72K | Buy |
5,140
+1,560
| +44% | +$23.9K | 0.01% | 582 |
|
|
2013
Q4 | $64K | Hold |
3,580
| – | – | 0.01% | 607 |
|
|
2013
Q3 | $59K | Buy |
3,580
+65
| +2% | +$967 | 0.01% | 609 |
|
|
2013
Q2 | $48K | Buy |
+3,515
| New | +$49.6K | ﹤0.01% | 616 |
|
Other funds holding IX
TAM
TRSOTSOK
CCM
Central Trust Company's IX Position: Q1 2026 in Review
Central Trust Company sold out of ORIX (IX) in Q1 2026, closing a stake of 5 shares — an estimated $146 sold.
Central Trust Company first reported a position in IX in Q2 2013 and held it in 31 quarters. The position peaked at $228K in Q3 2016. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.
- Central Trust Company reported no remaining ORIX position as of Q1 2026 after selling out during the quarter.
- Central Trust Company sold 5 ORIX shares in Q1 2026, an estimated $146.
- Central Trust Company first reported a position in ORIX in Q2 2013 and held it in 31 quarters.
- Central Trust Company's ORIX position peaked at $228K in Q3 2016.
- 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.
Based on Central Trust Company's 13F filing for Q1 2026, filed 17 Apr 2026.