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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
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 $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

Curi RMB Capital's IX Position: Q1 2026 in Review

Curi RMB Capital reduced its ORIX (IX) stake by 67% in Q1 2026, selling an estimated $1.31M and leaving 20,422 shares worth $612K. The position accounts for 0.01% of the portfolio, ranked #547.

Curi RMB Capital first reported a position in IX in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.81M in Q4 2025. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Curi RMB Capital held 20,422 shares of ORIX worth $612K as of Q1 2026.
  • Curi RMB Capital sold 41,390 ORIX shares in Q1 2026, an estimated $1.31M.
  • ORIX made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #547 holding.
  • Curi RMB Capital first reported a position in ORIX in Q1 2025 and has held it in 4 quarters since.
  • Curi RMB Capital's ORIX position peaked at $1.81M in Q4 2025.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.