SG Americas Securities
IX icon

SG Americas Securities’s ORIX IX Stock Holding History

SG Americas 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
Q3 		– Sell
-7,316
Closed -$165K – 3471
2025
Q2 		$165K Buy
7,316
+1,543
+27% +$31.7K ﹤0.01% 2378
2025
Q1 		$121K Sell
5,773
-12
-0.2% -$252 ﹤0.01% 2901
2024
Q4 		$123K Buy
+5,785
New +$127K ﹤0.01% 2578
2017
Q4 		– Sell
-85,360
Closed -$1.38M – 3422
2017
Q3 		$1.38M Sell
85,360
-4,445
-5% -$71.5K 0.01% 1035
2017
Q2 		$1.4M Buy
89,805
+3,785
+4% +$59.1K 0.01% 1147
2017
Q1 		$1.28M Sell
86,020
-2,355
-3% -$36.5K 0.01% 1202
2016
Q4 		$1.38M Buy
88,375
+53,900
+156% +$827K 0.01% 1123
2016
Q3 		$511K Buy
34,475
+19,775
+135% +$279K 0.01% 1682
2016
Q2 		$188K Buy
+14,700
New +$205K ﹤0.01% 2139

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

SG Americas Securities's IX Position: Q3 2025 in Review

SG Americas Securities sold out of ORIX (IX) in Q3 2025, closing a stake of 7,316 shares — an estimated $165K sold.

SG Americas Securities first reported a position in IX in Q2 2016 and held it in 9 quarters. The position peaked at $1.4M in Q2 2017. 216 funds tracked by Wall St. Rank hold IX as of Q3 2025.

  • SG Americas Securities reported no remaining ORIX position as of Q3 2025 after selling out during the quarter.
  • SG Americas Securities sold 7,316 ORIX shares in Q3 2025, an estimated $165K.
  • SG Americas Securities first reported a position in ORIX in Q2 2016 and held it in 9 quarters.
  • SG Americas Securities's ORIX position peaked at $1.4M in Q2 2017.
  • 216 funds tracked by Wall St. Rank held ORIX as of Q3 2025.

Based on SG Americas Securities's 13F filing for Q3 2025, filed 23 Oct 2025.