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Sivia Capital Partners’s ORIX IX Stock Holding History

Sivia Capital 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
2026
Q1 		– Sell
-12,033
Closed -$352K – 550
2025
Q4 		$352K Buy
12,033
+1,032
+9% +$27.3K 0.07% 365
2025
Q3 		$287K Buy
11,001
+31
+0.3% +$769 0.08% 341
2025
Q2 		$247K Buy
+10,970
New +$225K 0.08% 350

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sivia Capital Partners's IX Position: Q1 2026 in Review

Sivia Capital Partners sold out of ORIX (IX) in Q1 2026, closing a stake of 12,033 shares — an estimated $352K sold.

Sivia Capital Partners first reported a position in IX in Q2 2025 and held it in 3 quarters. The position peaked at $352K in Q4 2025. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Sivia Capital Partners reported no remaining ORIX position as of Q1 2026 after selling out during the quarter.
  • Sivia Capital Partners sold 12,033 ORIX shares in Q1 2026, an estimated $352K.
  • Sivia Capital Partners first reported a position in ORIX in Q2 2025 and held it in 3 quarters.
  • Sivia Capital Partners's ORIX position peaked at $352K in Q4 2025.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Sivia Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.