Creative Financial Designs’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.13K | Hold |
135
| – | – | ﹤0.01% | 1698 |
|
|
2026
Q1 | $4.05K | Hold |
135
| – | – | ﹤0.01% | 1631 |
|
|
2025
Q4 | $3.94K | Hold |
135
| – | – | ﹤0.01% | 1564 |
|
|
2025
Q3 | $3.53K | Hold |
135
| – | – | ﹤0.01% | 1602 |
|
|
2025
Q2 | $3.04K | Sell |
135
-75
| -36% | -$1.54K | ﹤0.01% | 1614 |
|
|
2025
Q1 | $4.39K | Buy |
210
+75
| +56% | +$1.57K | ﹤0.01% | 1513 |
|
|
2024
Q4 | $2.87K | Hold |
135
| – | – | ﹤0.01% | 1535 |
|
|
2024
Q3 | $3.13K | Hold |
135
| – | – | ﹤0.01% | 1469 |
|
|
2024
Q2 | $3K | Hold |
135
| – | – | ﹤0.01% | 1424 |
|
|
2024
Q1 | $2.98K | Hold |
135
| – | – | ﹤0.01% | 1421 |
|
|
2023
Q4 | $2.52K | Hold |
135
| – | – | ﹤0.01% | 1391 |
|
|
2023
Q3 | $2.54K | Hold |
135
| – | – | ﹤0.01% | 1298 |
|
|
2023
Q2 | $2.46K | Hold |
135
| – | – | ﹤0.01% | 1286 |
|
|
2023
Q1 | $2.22K | Hold |
135
| – | – | ﹤0.01% | 1246 |
|
|
2022
Q4 | $2.17K | Hold |
135
| – | – | ﹤0.01% | 1152 |
|
|
2022
Q3 | $2K | Hold |
135
| – | – | ﹤0.01% | 1170 |
|
|
2022
Q2 | $2K | Hold |
135
| – | – | ﹤0.01% | 1127 |
|
|
2022
Q1 | $3K | Hold |
135
| – | – | ﹤0.01% | 1121 |
|
|
2021
Q4 | $3K | Hold |
135
| – | – | ﹤0.01% | 1087 |
|
|
2021
Q3 | $3K | Hold |
135
| – | – | ﹤0.01% | 1252 |
|
|
2021
Q2 | $2K | Hold |
135
| – | – | ﹤0.01% | 1328 |
|
|
2021
Q1 | $2K | Hold |
135
| – | – | ﹤0.01% | 1214 |
|
|
2020
Q4 | $2K | Hold |
135
| – | – | ﹤0.01% | 1134 |
|
|
2020
Q3 | $2K | Hold |
135
| – | – | ﹤0.01% | 1095 |
|
|
2020
Q2 | $2K | Buy |
+135
| New | +$1.66K | ﹤0.01% | 1033 |
|
|
2018
Q4 | – | Sell |
-135
| Closed | -$2K | – | 675 |
|
|
2018
Q3 | $2K | Hold |
135
| – | – | ﹤0.01% | 642 |
|
|
2018
Q2 | $2K | Hold |
135
| – | – | ﹤0.01% | 653 |
|
|
2018
Q1 | $2K | Hold |
135
| – | – | ﹤0.01% | 605 |
|
|
2017
Q4 | $2K | Hold |
135
| – | – | ﹤0.01% | 605 |
|
|
2017
Q3 | $2K | Hold |
135
| – | – | ﹤0.01% | 633 |
|
|
2017
Q2 | $2K | Hold |
135
| – | – | ﹤0.01% | 638 |
|
|
2017
Q1 | $2K | Hold |
135
| – | – | ﹤0.01% | 600 |
|
|
2016
Q4 | $2K | Buy |
+135
| New | +$2.07K | ﹤0.01% | 589 |
|
Other funds holding IX
TAM
CCM
TRSOTSOK
Creative Financial Designs's IX Position: Q2 2026 in Review
Creative Financial Designs held its ORIX (IX) position steady in Q2 2026 at 135 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1698.
Creative Financial Designs first reported a position in IX in Q4 2016 and has held it in 33 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.
- Creative Financial Designs held 135 shares of ORIX worth $5.13K as of Q2 2026.
- Creative Financial Designs left its ORIX share count unchanged in Q2 2026.
- ORIX made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1698 holding.
- Creative Financial Designs first reported a position in ORIX in Q4 2016 and has held it in 33 quarters since.
- 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.
Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.