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MAI Capital Management’s ORIX IX Stock Holding History

MAI Capital Management’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 		$22K Buy
735
+345
+88% +$10.9K ﹤0.01% 2743
2025
Q4 		$11.4K Buy
390
+30
+8% +$794 ﹤0.01% 2797
2025
Q3 		$9.41K Sell
360
-345
-49% -$8.56K ﹤0.01% 2763
2025
Q2 		$15.9K Buy
705
+640
+985% +$13.1K ﹤0.01% 2477
2025
Q1 		$1.36K Sell
65
-65
-50% -$1.36K ﹤0.01% 3052
2024
Q4 		$2.71K Buy
+130
New +$2.85K ﹤0.01% 2958
2024
Q3 		– Sell
-17,390
Closed -$387K – 1179
2024
Q2 		$387K Sell
17,390
-570
-3% -$12.2K ﹤0.01% 902
2024
Q1 		$396K Buy
17,960
+2,010
+13% +$40.9K ﹤0.01% 886
2023
Q4 		$298K Sell
15,950
-1,135
-7% -$20.6K ﹤0.01% 868
2023
Q3 		$321K Buy
17,085
+2,030
+13% +$37.9K ﹤0.01% 795
2023
Q2 		$275K Buy
+15,055
New +$261K ﹤0.01% 849

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

MAI Capital Management's IX Position: Q1 2026 in Review

MAI Capital Management increased its ORIX (IX) stake by 88% in Q1 2026, buying an estimated $10.9K and bringing the position to 735 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #2743.

MAI Capital Management first reported a position in IX in Q2 2023 and has held it in 11 quarters since. The position peaked at $396K in Q1 2024. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • MAI Capital Management held 735 shares of ORIX worth $22K as of Q1 2026.
  • MAI Capital Management bought 345 ORIX shares in Q1 2026, an estimated $10.9K.
  • ORIX made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2743 holding.
  • MAI Capital Management first reported a position in ORIX in Q2 2023 and has held it in 11 quarters since.
  • MAI Capital Management's ORIX position peaked at $396K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

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