LC
IX icon

Lindbrook Capital’s ORIX IX Stock Holding History

Lindbrook 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
2025
Q1 		$31.3K Sell
1,500
-160
-10% -$3.35K ﹤0.01% 1170
2024
Q4 		$35.3K Hold
1,660
– – ﹤0.01% 966
2024
Q3 		$38.5K Sell
1,660
-2,075
-56% -$48.8K ﹤0.01% 944
2024
Q2 		$83.1K Hold
3,735
– – 0.01% 604
2024
Q1 		$82.3K Hold
3,735
– – 0.01% 597
2023
Q4 		$69.8K Sell
3,735
-15
-0.4% -$273 0.01% 641
2023
Q3 		$70.4K Hold
3,750
– – 0.01% 572
2023
Q2 		$68.4K Hold
3,750
– – 0.01% 608
2023
Q1 		$61.6K Sell
3,750
-1,005
-21% -$17.2K 0.01% 618
2022
Q4 		$76.6K Sell
4,755
-535
-10% -$8.13K 0.01% 561
2022
Q3 		$75K Buy
5,290
+65
+1% +$1.06K 0.01% 523
2022
Q2 		$88K Buy
5,225
+285
+6% +$5.18K 0.01% 469
2022
Q1 		$99K Sell
4,940
-265
-5% -$5.42K 0.02% 470
2021
Q4 		$106K Sell
5,205
-60
-1% -$1.19K 0.02% 474
2021
Q3 		$100K Buy
5,265
+255
+5% +$4.69K 0.03% 267
2021
Q2 		$85K Sell
5,010
-370
-7% -$6.31K 0.02% 324
2021
Q1 		$91K Buy
5,380
+405
+8% +$6.92K 0.02% 291
2020
Q4 		$77K Sell
4,975
-20
-0.4% -$282 0.02% 292
2020
Q3 		$63K Sell
4,995
-2,825
-36% -$34.7K 0.02% 300
2020
Q2 		$96K Buy
7,820
+1,015
+15% +$12.5K 0.03% 215
2020
Q1 		$80K Buy
6,805
+675
+11% +$10.7K 0.03% 218
2019
Q4 		$102K Sell
6,130
-490
-7% -$7.86K 0.04% 238
2019
Q3 		$99K Buy
6,620
+695
+12% +$10.4K 0.04% 242
2019
Q2 		$88K Buy
5,925
+1,420
+32% +$20.3K 0.03% 256
2019
Q1 		$64K Buy
4,505
+760
+20% +$11.2K 0.03% 335
2018
Q4 		$53K Buy
+3,745
New +$58.7K 0.03% 320

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 $5.63B AUM 45.28% 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 $6.73T AUM 46.02% 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

Lindbrook Capital's IX Position: Q1 2025 in Review

Lindbrook Capital reduced its ORIX (IX) stake by 9.6% in Q1 2025, selling an estimated $3.35K and leaving 1,500 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Lindbrook Capital first reported a position in IX in Q4 2018 and has held it in 26 quarters since. The position peaked at $106K in Q4 2021. 191 funds tracked by Wall St. Rank hold IX as of Q1 2025.

  • Lindbrook Capital held 1,500 shares of ORIX worth $31.3K as of Q1 2025.
  • Lindbrook Capital sold 160 ORIX shares in Q1 2025, an estimated $3.35K.
  • ORIX made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1170 holding.
  • Lindbrook Capital first reported a position in ORIX in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's ORIX position peaked at $106K in Q4 2021.
  • 191 funds tracked by Wall St. Rank held ORIX as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.