Stifel Financial
IX icon

Stifel Financial’s ORIX IX Stock Holding History

Stifel Financial’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 		$819K Buy
+27,303
New +$866K ﹤0.01% 2567
2022
Q1 		– Sell
-53,780
Closed -$1.09M – 3438
2021
Q4 		$1.09M Buy
53,780
+2,455
+5% +$48.9K ﹤0.01% 2056
2021
Q3 		$970K Buy
51,325
+1,040
+2% +$19.1K ﹤0.01% 2125
2021
Q2 		$852K Buy
+50,285
New +$858K ﹤0.01% 2221
2020
Q4 		– Sell
-188,670
Closed -$2.36M – 3076
2020
Q3 		$2.36M Sell
188,670
-5,020
-3% -$61.7K ﹤0.01% 1131
2020
Q2 		$2.39M Sell
193,690
-54,915
-22% -$675K 0.01% 1062
2020
Q1 		$2.95M Sell
248,605
-5,460
-2% -$86.2K 0.01% 865
2019
Q4 		$4.24M Buy
254,065
+1,815
+0.7% +$29.1K 0.01% 958
2019
Q3 		$3.79M Buy
252,250
+7,690
+3% +$115K 0.01% 956
2019
Q2 		$3.65M Buy
244,560
+7,465
+3% +$107K 0.01% 993
2019
Q1 		$3.4M Sell
237,095
-35,465
-13% -$523K 0.01% 982
2018
Q4 		$3.91M Sell
272,560
-1,220
-0.4% -$19.1K 0.01% 877
2018
Q3 		$4.44M Sell
273,780
-35
-0% -$564 0.01% 887
2018
Q2 		$4.33M Buy
273,815
+164,445
+150% +$2.84M 0.01% 877
2018
Q1 		$1.97M Buy
109,370
+6,415
+6% +$116K 0.01% 1166
2017
Q4 		$1.74M Buy
102,955
+45,680
+80% +$774K 0.01% 1224
2017
Q3 		$934K Sell
57,275
-40,440
-41% -$650K ﹤0.01% 1526
2017
Q2 		$1.52M Buy
97,715
+470
+0.5% +$7.34K 0.01% 1231
2017
Q1 		$1.45M Buy
97,245
+2,210
+2% +$34.3K 0.01% 1241
2016
Q4 		$1.48M Sell
95,035
-14,725
-13% -$226K 0.01% 1180
2016
Q3 		$1.63M Buy
109,760
+48,340
+79% +$682K 0.01% 1088
2016
Q2 		$785K Buy
61,420
+27,285
+80% +$380K ﹤0.01% 1499
2016
Q1 		$487K Buy
34,135
+70
+0.2% +$953 ﹤0.01% 1594
2015
Q4 		$478K Buy
+34,065
New +$496K ﹤0.01% 1690

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

Stifel Financial's IX Position: Q1 2026 in Review

Stifel Financial opened a new position in ORIX (IX) in Q1 2026: 27,303 shares worth $819K. The stake represents ﹤0.01% of the portfolio and ranks #2567 among its holdings. This is a return to the name: Stifel Financial previously reported a position in IX as recently as Q4 2021.

Stifel Financial first reported a position in IX in Q4 2015 and has held it in 24 quarters since. The position peaked at $4.44M in Q3 2018. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Stifel Financial held 27,303 shares of ORIX worth $819K as of Q1 2026.
  • ORIX was a new Stifel Financial position in Q1 2026.
  • ORIX made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2567 holding.
  • Stifel Financial first reported a position in ORIX in Q4 2015 and has held it in 24 quarters since.
  • Stifel Financial's ORIX position peaked at $4.44M in Q3 2018.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.