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Pitcairn’s ORIX IX Stock Holding History

Pitcairn’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
Q2 		– Sell
-11,839
Closed -$247K – 720
2025
Q1 		$247K Buy
11,839
+719
+6% +$15.1K 0.01% 641
2024
Q4 		$236K Buy
11,120
+215
+2% +$4.71K 0.01% 647
2024
Q3 		$253K Sell
10,905
-760
-7% -$17.9K 0.02% 637
2024
Q2 		$260K Buy
11,665
+1,320
+13% +$28.2K 0.02% 627
2024
Q1 		$228K Buy
+10,345
New +$210K 0.01% 658

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Pitcairn's IX Position: Q2 2025 in Review

Pitcairn sold out of ORIX (IX) in Q2 2025, closing a stake of 11,839 shares — an estimated $247K sold.

Pitcairn first reported a position in IX in Q1 2024 and held it in 5 quarters. The position peaked at $260K in Q2 2024. 208 funds tracked by Wall St. Rank hold IX as of Q2 2025.

  • Pitcairn reported no remaining ORIX position as of Q2 2025 after selling out during the quarter.
  • Pitcairn sold 11,839 ORIX shares in Q2 2025, an estimated $247K.
  • Pitcairn first reported a position in ORIX in Q1 2024 and held it in 5 quarters.
  • Pitcairn's ORIX position peaked at $260K in Q2 2024.
  • 208 funds tracked by Wall St. Rank held ORIX as of Q2 2025.

Based on Pitcairn's 13F filing for Q2 2025, filed 14 Aug 2025.