Pinnacle Bancorp’s ORIX IX Stock Holding History

Pinnacle Bancorp’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	$5.25K	Hold	175	–	–	﹤0.01%	799
2025 Q4	$5.11K	Hold	175	–	–	﹤0.01%	780
2025 Q3	$4.57K	Hold	175	–	–	﹤0.01%	820
2025 Q2	$3.94K	Hold	175	–	–	﹤0.01%	821
2025 Q1	$3.66K	Buy	+175	New	+$3.67K	﹤0.01%	812
2023 Q4	–	Sell	-425	Closed	-$7.98K	–	820
2023 Q3	$7.98K	Hold	425	–	–	﹤0.01%	643
2023 Q2	$7.75K	Hold	425	–	–	﹤0.01%	633
2023 Q1	$6.98K	Hold	425	–	–	﹤0.01%	666
2022 Q4	$7K	Sell	425 -220	-34%	-$3.34K	﹤0.01%	615
2022 Q3	$9K	Sell	645 -135	-17%	-$2.21K	﹤0.01%	573
2022 Q2	$13K	Hold	780	–	–	0.01%	524
2022 Q1	$16K	Buy	780 +130	+20%	+$2.66K	0.01%	511
2021 Q4	$13K	Hold	650	–	–	﹤0.01%	538
2021 Q3	$12K	Buy	650 +315	+94%	+$5.8K	﹤0.01%	552
2021 Q2	$6K	Hold	335	–	–	﹤0.01%	655
2021 Q1	$6K	Buy	+335	New	+$5.73K	﹤0.01%	655
2020 Q3	–	Sell	-580	Closed	-$7K	–	684
2020 Q2	$7K	Hold	580	–	–	0.01%	549
2020 Q1	$7K	Hold	580	–	–	0.01%	542
2019 Q4	$10K	Hold	580	–	–	0.01%	537
2019 Q3	$9K	Hold	580	–	–	0.01%	575
2019 Q2	$9K	Hold	580	–	–	0.01%	567
2019 Q1	$8K	Hold	580	–	–	﹤0.01%	573
2018 Q4	$8K	Buy	+580	New	+$9.09K	﹤0.01%	574
2017 Q1	$9K	Buy	+580	New	+$8.99K	0.01%	514

Other funds holding IX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pinnacle Bancorp's IX Position: Q1 2026 in Review

Pinnacle Bancorp held its ORIX (IX) position steady in Q1 2026 at 175 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Pinnacle Bancorp first reported a position in IX in Q1 2017 and has held it in 24 quarters since. The position peaked at $16K in Q1 2022. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

Pinnacle Bancorp held 175 shares of ORIX worth $5.25K as of Q1 2026.
Pinnacle Bancorp left its ORIX share count unchanged in Q1 2026.
ORIX made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q1 2026, its #799 holding.
Pinnacle Bancorp first reported a position in ORIX in Q1 2017 and has held it in 24 quarters since.
Pinnacle Bancorp's ORIX position peaked at $16K in Q1 2022.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.