Principal Street Partners’s ORIX IX Stock Holding History

Principal Street Partners’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 Q3	–	Sell	-9,832	Closed	-$221K	–	321
2025 Q2	$221K	Buy	+9,832	New	+$202K	0.02%	334

Other funds holding IX

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Principal Street Partners's IX Position: Q3 2025 in Review

Principal Street Partners sold out of ORIX (IX) in Q3 2025, closing a stake of 9,832 shares — an estimated $221K sold.

Principal Street Partners first reported a position in IX in Q2 2025 and held it in 1 quarter. The position peaked at $221K in Q2 2025. 216 funds tracked by Wall St. Rank hold IX as of Q3 2025.

Principal Street Partners reported no remaining ORIX position as of Q3 2025 after selling out during the quarter.
Principal Street Partners sold 9,832 ORIX shares in Q3 2025, an estimated $221K.
Principal Street Partners first reported a position in ORIX in Q2 2025 and held it in 1 quarter.
Principal Street Partners's ORIX position peaked at $221K in Q2 2025.
216 funds tracked by Wall St. Rank held ORIX as of Q3 2025.

Based on Principal Street Partners's 13F filing for Q3 2025, filed 14 Nov 2025.