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Concourse Financial Group Securities’s ORIX IX Stock Holding History

Concourse Financial Group Securities’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 		– Sell
-325
Closed -$6.89K – 1090
2024
Q4 		$6.89K Sell
325
-65
-17% -$1.42K ﹤0.01% 1803
2024
Q3 		$9.05K Buy
+390
New +$9.17K ﹤0.01% 1713
2019
Q1 		– Sell
-275
Closed -$4.05K – 2329
2018
Q4 		$3K Buy
+275
New +$4.31K ﹤0.01% 1824

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Concourse Financial Group Securities's IX Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of ORIX (IX) in Q1 2025, closing a stake of 325 shares — an estimated $6.89K sold.

Concourse Financial Group Securities first reported a position in IX in Q4 2018 and held it in 3 quarters. The position peaked at $9.05K in Q3 2024. 191 funds tracked by Wall St. Rank hold IX as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining ORIX position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 325 ORIX shares in Q1 2025, an estimated $6.89K.
  • Concourse Financial Group Securities first reported a position in ORIX in Q4 2018 and held it in 3 quarters.
  • Concourse Financial Group Securities's ORIX position peaked at $9.05K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held ORIX as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.