Citigroup
IX icon

Citigroup’s ORIX IX Stock Holding History

Citigroup’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 		$1.33M Buy
44,409
+36,864
+489% +$1.17M ﹤0.01% 2929
2025
Q4 		$220K Sell
7,545
-735
-9% -$19.5K ﹤0.01% 3957
2025
Q3 		$216K Sell
8,280
-6,312
-43% -$157K ﹤0.01% 3956
2025
Q2 		$329K Buy
14,592
+924
+7% +$19K ﹤0.01% 3843
2025
Q1 		$286K Sell
13,668
-9,302
-40% -$195K ﹤0.01% 3990
2024
Q4 		$488K Buy
22,970
+1,230
+6% +$27K ﹤0.01% 3847
2024
Q3 		$505K Sell
21,740
-770
-3% -$18.1K ﹤0.01% 3720
2024
Q2 		$501K Buy
22,510
+980
+5% +$20.9K ﹤0.01% 3398
2024
Q1 		$475K Sell
21,530
-400
-2% -$8.13K ﹤0.01% 3611
2023
Q4 		$410K Sell
21,930
-1,635
-7% -$29.7K ﹤0.01% 3552
2023
Q3 		$442K Sell
23,565
-425
-2% -$7.94K ﹤0.01% 3152
2023
Q2 		$438K Buy
23,990
+3,240
+16% +$56.2K ﹤0.01% 3463
2023
Q1 		$341K Buy
20,750
+3,285
+19% +$56.3K ﹤0.01% 3407
2022
Q4 		$281K Sell
17,465
-1,535
-8% -$23.3K ﹤0.01% 3548
2022
Q3 		$269K Buy
19,000
+670
+4% +$10.9K ﹤0.01% 3621
2022
Q2 		$308K Sell
18,330
-3,995
-18% -$72.6K ﹤0.01% 3580
2022
Q1 		$444K Sell
22,325
-6,105
-21% -$125K ﹤0.01% 3595
2021
Q4 		$579K Buy
28,430
+1,095
+4% +$21.8K ﹤0.01% 3682
2021
Q3 		$517K Sell
27,335
-30,495
-53% -$561K ﹤0.01% 3581
2021
Q2 		$979K Buy
57,830
+6,205
+12% +$106K ﹤0.01% 3246
2021
Q1 		$875K Buy
51,625
+5,855
+13% +$100K ﹤0.01% 3077
2020
Q4 		$707K Sell
45,770
-120,190
-72% -$1.69M ﹤0.01% 3889
2020
Q3 		$2.08M Buy
165,960
+20,670
+14% +$254K ﹤0.01% 2617
2020
Q2 		$1.79M Sell
145,290
-32,290
-18% -$397K ﹤0.01% 2935
2020
Q1 		$2.1M Buy
177,580
+1,210
+0.7% +$19.1K ﹤0.01% 2431
2019
Q4 		$2.94M Buy
176,370
+57,930
+49% +$930K ﹤0.01% 2559
2019
Q3 		$1.78M Buy
118,440
+4,180
+4% +$62.6K ﹤0.01% 3000
2019
Q2 		$1.71M Buy
114,260
+1,060
+0.9% +$15.2K ﹤0.01% 3038
2019
Q1 		$1.63M Sell
113,200
-4,150
-4% -$61.2K ﹤0.01% 2890
2018
Q4 		$1.68M Sell
117,350
-28,360
-19% -$445K ﹤0.01% 2842
2018
Q3 		$2.36M Buy
145,710
+1,900
+1% +$30.6K ﹤0.01% 2583
2018
Q2 		$2.27M Buy
143,810
+12,975
+10% +$224K ﹤0.01% 2581
2018
Q1 		$2.35M Buy
130,835
+17,830
+16% +$323K ﹤0.01% 2463
2017
Q4 		$1.92M Buy
113,005
+6,930
+7% +$117K ﹤0.01% 2717
2017
Q3 		$1.72M Buy
106,075
+56,305
+113% +$905K ﹤0.01% 2826
2017
Q2 		$776K Buy
49,770
+3,470
+7% +$54.2K ﹤0.01% 3567
2017
Q1 		$688K Buy
46,300
+8,170
+21% +$127K ﹤0.01% 3591
2016
Q4 		$593K Sell
38,130
-3,650
-9% -$56K ﹤0.01% 4200
2016
Q3 		$620K Sell
41,780
-1,740
-4% -$24.6K ﹤0.01% 3700
2016
Q2 		$557K Buy
43,520
+350
+0.8% +$4.87K ﹤0.01% 3563
2016
Q1 		$617K Sell
43,170
-1,135
-3% -$15.4K ﹤0.01% 3896
2015
Q4 		$623K Buy
44,305
+180
+0.4% +$2.62K ﹤0.01% 3628
2015
Q3 		$573K Buy
44,125
+135
+0.3% +$1.87K ﹤0.01% 3611
2015
Q2 		$656K Buy
43,990
+1,390
+3% +$21.5K ﹤0.01% 3460
2015
Q1 		$599K Buy
42,600
+5,475
+15% +$71.6K ﹤0.01% 3573
2014
Q4 		$465K Sell
37,125
-4,865
-12% -$63.6K ﹤0.01% 3953
2014
Q3 		$580K Buy
41,990
+9,360
+29% +$144K ﹤0.01% 3425
2014
Q2 		$542K Sell
32,630
-205
-0.6% -$3.12K ﹤0.01% 3415
2014
Q1 		$463K Buy
32,835
+3,995
+14% +$61.1K ﹤0.01% 3538
2013
Q4 		$514K Sell
28,840
-2,080
-7% -$35.6K ﹤0.01% 3770
2013
Q3 		$505K Sell
30,920
-2,150
-7% -$32K ﹤0.01% 3433
2013
Q2 		$452K Buy
+33,070
New +$467K ﹤0.01% 3575

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

Citigroup's IX Position: Q1 2026 in Review

Citigroup increased its ORIX (IX) stake by 489% in Q1 2026, buying an estimated $1.17M and bringing the position to 44,409 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2929.

Citigroup first reported a position in IX in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.94M in Q4 2019. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Citigroup held 44,409 shares of ORIX worth $1.33M as of Q1 2026.
  • Citigroup bought 36,864 ORIX shares in Q1 2026, an estimated $1.17M.
  • ORIX made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #2929 holding.
  • Citigroup first reported a position in ORIX in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's ORIX position peaked at $2.94M in Q4 2019.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.