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Mendota Financial Group’s ORIX IX Stock Holding History

Mendota Financial Group’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 		– Sell
-20
Closed -$425 – 241
2024
Q4 		$425 Sell
20
-20
-50% -$438 ﹤0.01% 328
2024
Q3 		$929 Buy
40
+10
+33% +$235 ﹤0.01% 351
2024
Q2 		$668 Buy
+30
New +$641 ﹤0.01% 314

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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Mendota Financial Group's IX Position: Q1 2025 in Review

Mendota Financial Group sold out of ORIX (IX) in Q1 2025, closing a stake of 20 shares — an estimated $425 sold.

Mendota Financial Group first reported a position in IX in Q2 2024 and held it in 3 quarters. The position peaked at $929 in Q3 2024. 191 funds tracked by Wall St. Rank hold IX as of Q1 2025.

  • Mendota Financial Group reported no remaining ORIX position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 20 ORIX shares in Q1 2025, an estimated $425.
  • Mendota Financial Group first reported a position in ORIX in Q2 2024 and held it in 3 quarters.
  • Mendota Financial Group's ORIX position peaked at $929 in Q3 2024.
  • 191 funds tracked by Wall St. Rank held ORIX as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.