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Pinnacle Wealth Planning Services’s ORIX IX Stock Holding History

Pinnacle Wealth Planning Services’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 		$318K Buy
10,601
+347
+3% +$11K 0.03% 320
2025
Q4 		$300K Sell
10,254
-291
-3% -$7.71K 0.03% 325
2025
Q3 		$275K Buy
10,545
+1,302
+14% +$32.3K 0.03% 350
2025
Q2 		$208K Buy
+9,243
New +$190K 0.03% 417
2024
Q4 		– Sell
-10,295
Closed -$239K – 479
2024
Q3 		$239K Hold
10,295
– – 0.03% 385
2024
Q2 		$229K Hold
10,295
– – 0.03% 371
2024
Q1 		$227K Buy
+10,295
New +$209K 0.03% 380
2021
Q1 		– Sell
-6,160
Closed -$95K – 1150
2020
Q4 		$95K Buy
+6,160
New +$86.9K 0.02% 489

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

Pinnacle Wealth Planning Services's IX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its ORIX (IX) stake by 3.4% in Q1 2026, buying an estimated $11K and bringing the position to 10,601 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #320.

Pinnacle Wealth Planning Services first reported a position in IX in Q4 2020 and has held it in 8 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 10,601 shares of ORIX worth $318K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 347 ORIX shares in Q1 2026, an estimated $11K.
  • ORIX made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #320 holding.
  • Pinnacle Wealth Planning Services first reported a position in ORIX in Q4 2020 and has held it in 8 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.