RhumbLine Advisers’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.13M | Buy |
37,647
+2,368
| +7% | +$75.1K | ﹤0.01% | 2133 |
|
|
2025
Q4 | $1.03M | Buy |
35,279
+6,316
| +22% | +$167K | ﹤0.01% | 2204 |
|
|
2025
Q3 | $757K | Sell |
28,963
-14,232
| -33% | -$353K | ﹤0.01% | 2413 |
|
|
2025
Q2 | $973K | Sell |
43,195
-1
| -0% | -$21 | ﹤0.01% | 2261 |
|
|
2025
Q1 | $902K | Sell |
43,196
-10,044
| -19% | -$211K | ﹤0.01% | 2225 |
|
|
2024
Q4 | $1.13M | Sell |
53,240
-45
| -0.1% | -$986 | ﹤0.01% | 2188 |
|
|
2024
Q3 | $1.24M | Buy |
53,285
+1,250
| +2% | +$29.4K | ﹤0.01% | 2157 |
|
|
2024
Q2 | $1.16M | Sell |
52,035
-1,950
| -4% | -$41.6K | ﹤0.01% | 2164 |
|
|
2024
Q1 | $1.19M | Buy |
53,985
+1,605
| +3% | +$32.6K | ﹤0.01% | 2154 |
|
|
2023
Q4 | $978K | Buy |
52,380
+280
| +0.5% | +$5.09K | ﹤0.01% | 2262 |
|
|
2023
Q3 | $978K | Sell |
52,100
-25
| -0% | -$467 | ﹤0.01% | 2226 |
|
|
2023
Q2 | $951K | Buy |
+52,125
| New | +$903K | ﹤0.01% | 2318 |
|
|
2021
Q1 | – | Sell |
-18,750
| Closed | -$290K | – | 3009 |
|
|
2020
Q4 | $290K | Buy |
18,750
+950
| +5% | +$13.4K | ﹤0.01% | 2682 |
|
|
2020
Q3 | $223K | Buy |
+17,800
| New | +$219K | ﹤0.01% | 2639 |
|
|
2020
Q1 | – | Sell |
-12,355
| Closed | -$206K | – | 2929 |
|
|
2019
Q4 | $206K | Buy |
+12,355
| New | +$198K | ﹤0.01% | 2735 |
|
|
2019
Q1 | – | Sell |
-15,190
| Closed | -$217K | – | 2950 |
|
|
2018
Q4 | $217K | Buy |
15,190
+65
| +0.4% | +$1.02K | ﹤0.01% | 2697 |
|
|
2018
Q3 | $245K | Buy |
+15,125
| New | +$244K | ﹤0.01% | 2623 |
|
|
2016
Q3 | – | Sell |
-16,620
| Closed | -$212K | – | 2907 |
|
|
2016
Q2 | $212K | Buy |
16,620
+620
| +4% | +$8.63K | ﹤0.01% | 2708 |
|
|
2016
Q1 | $228K | Hold |
16,000
| – | – | ﹤0.01% | 2672 |
|
|
2015
Q4 | $225K | Buy |
+16,000
| New | +$233K | ﹤0.01% | 2737 |
|
|
2015
Q3 | – | Sell |
-14,355
| Closed | -$214K | – | 3013 |
|
|
2015
Q2 | $214K | Sell |
14,355
-6,500
| -31% | -$101K | ﹤0.01% | 2856 |
|
|
2015
Q1 | $293K | Buy |
+20,855
| New | +$273K | ﹤0.01% | 2631 |
|
|
2014
Q4 | – | Sell |
-15,300
| Closed | -$211K | – | 3022 |
|
|
2014
Q3 | $211K | Hold |
15,300
| – | – | ﹤0.01% | 2720 |
|
|
2014
Q2 | $254K | Hold |
15,300
| – | – | ﹤0.01% | 2695 |
|
|
2014
Q1 | $216K | Hold |
15,300
| – | – | ﹤0.01% | 2723 |
|
|
2013
Q4 | $273K | Buy |
+15,300
| New | +$262K | ﹤0.01% | 2643 |
|
Other funds holding IX
TAM
TRSOTSOK
CCM
RhumbLine Advisers's IX Position: Q1 2026 in Review
RhumbLine Advisers increased its ORIX (IX) stake by 6.7% in Q1 2026, buying an estimated $75.1K and bringing the position to 37,647 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2133.
RhumbLine Advisers first reported a position in IX in Q4 2013 and has held it in 26 quarters since. The position peaked at $1.24M in Q3 2024. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.
- RhumbLine Advisers held 37,647 shares of ORIX worth $1.13M as of Q1 2026.
- RhumbLine Advisers bought 2,368 ORIX shares in Q1 2026, an estimated $75.1K.
- ORIX made up ﹤0.01% of RhumbLine Advisers's portfolio in Q1 2026, its #2133 holding.
- RhumbLine Advisers first reported a position in ORIX in Q4 2013 and has held it in 26 quarters since.
- RhumbLine Advisers's ORIX position peaked at $1.24M in Q3 2024.
- 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.
Based on RhumbLine Advisers's 13F filing for Q1 2026, filed 12 May 2026.