R Squared’s ORIX IX Stock Holding History

R Squared’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	-10,204	Closed	-$230K	–	632
2025 Q2	$230K	Buy	+10,204	New	+$210K	0.13%	273
2025 Q1	–	Sell	-500	Closed	-$10.6K	–	891
2024 Q4	$10.6K	Buy	+500	New	+$11K	0.01%	1132

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

R Squared's IX Position: Q3 2025 in Review

R Squared sold out of ORIX (IX) in Q3 2025, closing a stake of 10,204 shares — an estimated $230K sold.

R Squared first reported a position in IX in Q4 2024 and held it in 2 quarters. The position peaked at $230K in Q2 2025. 216 funds tracked by Wall St. Rank hold IX as of Q3 2025.

R Squared reported no remaining ORIX position as of Q3 2025 after selling out during the quarter.
R Squared sold 10,204 ORIX shares in Q3 2025, an estimated $230K.
R Squared first reported a position in ORIX in Q4 2024 and held it in 2 quarters.
R Squared's ORIX position peaked at $230K in Q2 2025.
216 funds tracked by Wall St. Rank held ORIX as of Q3 2025.

Based on R Squared's 13F filing for Q3 2025, filed 12 Nov 2025.