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Global Financial Private Client’s ORIX IX Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-425
Closed -$8.88K – 899
2025
Q1 		$8.88K Hold
425
– – ﹤0.01% 597
2024
Q4 		$9.03K Hold
425
– – ﹤0.01% 565
2024
Q3 		$9.86K Buy
+425
New +$9.99K ﹤0.01% 556

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Global Financial Private Client's IX Position: Q2 2025 in Review

Global Financial Private Client sold out of ORIX (IX) in Q2 2025, closing a stake of 425 shares — an estimated $8.88K sold.

Global Financial Private Client first reported a position in IX in Q3 2024 and held it in 3 quarters. The position peaked at $9.86K in Q3 2024. 209 funds tracked by Wall St. Rank hold IX as of Q2 2025.

  • Global Financial Private Client reported no remaining ORIX position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 425 ORIX shares in Q2 2025, an estimated $8.88K.
  • Global Financial Private Client first reported a position in ORIX in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's ORIX position peaked at $9.86K in Q3 2024.
  • 209 funds tracked by Wall St. Rank held ORIX as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.