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Principal Securities’s ORIX IX Stock Holding History

Principal Securities’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
-1,506
Closed -$39.3K – 2469
2025
Q3 		$39.3K Buy
1,506
+146
+11% +$3.62K ﹤0.01% 2068
2025
Q2 		$30.6K Buy
1,360
+1,118
+462% +$23K ﹤0.01% 2121
2025
Q1 		$25.7K Sell
242
-968
-80% -$20.3K ﹤0.01% 2077
2024
Q4 		$25.7K Sell
1,210
-25
-2% -$548 ﹤0.01% 2071
2024
Q3 		$28.7K Buy
1,235
+335
+37% +$7.87K ﹤0.01% 1941
2024
Q2 		$20K Buy
900
+125
+16% +$2.67K ﹤0.01% 2066
2024
Q1 		$17.1K Buy
775
+290
+60% +$5.89K ﹤0.01% 2090
2023
Q4 		$9.06K Buy
+485
New +$8.82K ﹤0.01% 2296

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
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Principal Securities's IX Position: Q4 2025 in Review

Principal Securities sold out of ORIX (IX) in Q4 2025, closing a stake of 1,506 shares — an estimated $39.3K sold.

Principal Securities first reported a position in IX in Q4 2023 and held it in 8 quarters. The position peaked at $39.3K in Q3 2025. 240 funds tracked by Wall St. Rank hold IX as of Q4 2025.

  • Principal Securities reported no remaining ORIX position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,506 ORIX shares in Q4 2025, an estimated $39.3K.
  • Principal Securities first reported a position in ORIX in Q4 2023 and held it in 8 quarters.
  • Principal Securities's ORIX position peaked at $39.3K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held ORIX as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.