CIBC Private Wealth Group
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CIBC Private Wealth Group’s ORIX IX Stock Holding History

CIBC Private Wealth Group’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
Q4 		$409 Buy
+14
New +$371 ﹤0.01% 3083
2025
Q2 		– Sell
-15
Closed -$274 – 3197
2025
Q1 		$274 Sell
15
-345
-96% -$7.23K ﹤0.01% 2941
2024
Q4 		$7.45K Sell
360
-360
-50% -$7.89K ﹤0.01% 2360
2024
Q3 		$16.7K Buy
720
+60
+9% +$1.41K ﹤0.01% 2233
2024
Q2 		$15K Buy
660
+15
+2% +$320 ﹤0.01% 2141
2024
Q1 		$13.5K Buy
+645
New +$13.1K ﹤0.01% 2168

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
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

CIBC Private Wealth Group's IX Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in ORIX (IX) in Q4 2025: 14 shares worth $409. The stake represents ﹤0.01% of the portfolio and ranks #3083 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in IX as recently as Q1 2025.

CIBC Private Wealth Group first reported a position in IX in Q1 2024 and has held it in 6 quarters since. The position peaked at $16.7K in Q3 2024. 241 funds tracked by Wall St. Rank hold IX as of Q4 2025.

  • CIBC Private Wealth Group held 14 shares of ORIX worth $409 as of Q4 2025.
  • ORIX was a new CIBC Private Wealth Group position in Q4 2025.
  • ORIX made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3083 holding.
  • CIBC Private Wealth Group first reported a position in ORIX in Q1 2024 and has held it in 6 quarters since.
  • CIBC Private Wealth Group's ORIX position peaked at $16.7K in Q3 2024.
  • 241 funds tracked by Wall St. Rank held ORIX as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.