Orion Capital Management’s ORIX IX Stock Holding History

Orion 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
2025 Q4	–	Sell	-29	Closed	-$757	–	536
2025 Q3	$757	Buy	+29	New	+$719	﹤0.01%	522

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Orion Capital Management's IX Position: Q4 2025 in Review

Orion Capital Management sold out of ORIX (IX) in Q4 2025, closing a stake of 29 shares — an estimated $757 sold.

Orion Capital Management first reported a position in IX in Q3 2025 and held it in 1 quarter. The position peaked at $757 in Q3 2025. 241 funds tracked by Wall St. Rank hold IX as of Q4 2025.

Orion Capital Management reported no remaining ORIX position as of Q4 2025 after selling out during the quarter.
Orion Capital Management sold 29 ORIX shares in Q4 2025, an estimated $757.
Orion Capital Management first reported a position in ORIX in Q3 2025 and held it in 1 quarter.
Orion Capital Management's ORIX position peaked at $757 in Q3 2025.
241 funds tracked by Wall St. Rank held ORIX as of Q4 2025.

Based on Orion Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.