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Checchi Capital Advisers’s ORIX IX Stock Holding History

Checchi Capital Advisers’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 		$354K Sell
11,820
-778
-6% -$24.7K 0.02% 431
2025
Q4 		$368K Buy
12,598
+178
+1% +$4.71K 0.02% 390
2025
Q3 		$324K Buy
12,420
+338
+3% +$8.38K 0.02% 423
2025
Q2 		$272K Sell
12,082
-1,523
-11% -$31.3K 0.02% 478
2025
Q1 		$284K Buy
13,605
+1,400
+11% +$29.4K 0.02% 469
2024
Q4 		$259K Buy
12,205
+65
+0.5% +$1.42K 0.02% 474
2024
Q3 		$282K Hold
12,140
– – 0.02% 458
2024
Q2 		$270K Hold
12,140
– – 0.01% 465
2024
Q1 		$268K Sell
12,140
-115
-0.9% -$2.34K 0.02% 469
2023
Q4 		$229K Buy
12,255
+1,090
+10% +$19.8K 0.02% 498
2023
Q3 		$210K Sell
11,165
-90
-0.8% -$1.68K 0.02% 497
2023
Q2 		$205K Buy
+11,255
New +$195K 0.02% 537
2022
Q3 		– Sell
-11,600
Closed -$206K – 569
2022
Q2 		$206K Buy
11,600
+255
+2% +$4.63K 0.02% 546
2022
Q1 		$227K Sell
11,345
-265
-2% -$5.42K 0.02% 488
2021
Q4 		$236K Buy
11,610
+350
+3% +$6.97K 0.02% 461
2021
Q3 		$213K Buy
+11,260
New +$207K 0.02% 468
2018
Q4 		– Sell
-13,495
Closed -$219K – 414
2018
Q3 		$219K Buy
13,495
+495
+4% +$7.98K 0.03% 391
2018
Q2 		$205K Buy
13,000
+15
+0.1% +$259 0.03% 381
2018
Q1 		$233K Sell
12,985
-820
-6% -$14.8K 0.03% 350
2017
Q4 		$234K Sell
13,805
-175
-1% -$2.96K 0.03% 355
2017
Q3 		$226K Buy
13,980
+975
+7% +$15.7K 0.02% 342
2017
Q2 		$203K Sell
13,005
-555
-4% -$8.67K 0.02% 353
2017
Q1 		$202K Sell
13,560
-155
-1% -$2.4K 0.02% 379
2016
Q4 		$213K Sell
13,715
-455
-3% -$6.98K 0.03% 341
2016
Q3 		$210K Buy
14,170
+595
+4% +$8.4K 0.02% 345
2016
Q2 		$174K Sell
13,575
-60
-0.4% -$836 0.02% 379
2016
Q1 		$195K Buy
+13,635
New +$186K 0.04% 354

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

Checchi Capital Advisers's IX Position: Q1 2026 in Review

Checchi Capital Advisers reduced its ORIX (IX) stake by 6.2% in Q1 2026, selling an estimated $24.7K and leaving 11,820 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #431.

Checchi Capital Advisers first reported a position in IX in Q1 2016 and has held it in 27 quarters since. The position peaked at $368K in Q4 2025. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Checchi Capital Advisers held 11,820 shares of ORIX worth $354K as of Q1 2026.
  • Checchi Capital Advisers sold 778 ORIX shares in Q1 2026, an estimated $24.7K.
  • ORIX made up 0.02% of Checchi Capital Advisers's portfolio in Q1 2026, its #431 holding.
  • Checchi Capital Advisers first reported a position in ORIX in Q1 2016 and has held it in 27 quarters since.
  • Checchi Capital Advisers's ORIX position peaked at $368K in Q4 2025.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.