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Curi RMB Capital’s ORIX IX Stock Holding History

Curi RMB Capital’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
Q2 		$8.33M Buy
219,971
+199,549
+977% +$7.1M 0.13% 187
2026
Q1 		$612K Sell
20,422
-41,390
-67% -$1.31M 0.01% 547
2025
Q4 		$1.81M Buy
+61,812
New +$1.64M 0.03% 356
2025
Q3 		– Sell
-61,772
Closed -$1.39M – 718
2025
Q2 		$1.39M Buy
61,772
+8,969
+17% +$184K 0.03% 377
2025
Q1 		$1.1M Buy
+52,803
New +$1.11M 0.03% 322

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Curi RMB Capital's IX Position: Q2 2026 in Review

Curi RMB Capital increased its ORIX (IX) stake by 977% in Q2 2026, buying an estimated $7.1M and bringing the position to 219,971 shares worth $8.33M. The position accounts for 0.13% of the portfolio, ranked #187.

Curi RMB Capital first reported a position in IX in Q1 2025 and has held it in 5 quarters since. 319 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Curi RMB Capital held 219,971 shares of ORIX worth $8.33M as of Q2 2026.
  • Curi RMB Capital bought 199,549 ORIX shares in Q2 2026, an estimated $7.1M.
  • ORIX made up 0.13% of Curi RMB Capital's portfolio in Q2 2026, its #187 holding.
  • Curi RMB Capital first reported a position in ORIX in Q1 2025 and has held it in 5 quarters since.
  • 319 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.