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TownSquare Capital’s ORIX IX Stock Holding History

TownSquare Capital’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
Q2 		– Sell
-17,617
Closed -$368K – 1130
2025
Q1 		$368K Sell
17,617
-1,053
-6% -$22.1K ﹤0.01% 1263
2024
Q4 		$397K Buy
18,670
+3,590
+24% +$78.7K ﹤0.01% 1122
2024
Q3 		$350K Buy
+15,080
New +$354K ﹤0.01% 1105

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

TownSquare Capital's IX Position: Q2 2025 in Review

TownSquare Capital sold out of ORIX (IX) in Q2 2025, closing a stake of 17,617 shares — an estimated $368K sold.

TownSquare Capital first reported a position in IX in Q3 2024 and held it in 3 quarters. The position peaked at $397K in Q4 2024. 209 funds tracked by Wall St. Rank hold IX as of Q2 2025.

  • TownSquare Capital reported no remaining ORIX position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 17,617 ORIX shares in Q2 2025, an estimated $368K.
  • TownSquare Capital first reported a position in ORIX in Q3 2024 and held it in 3 quarters.
  • TownSquare Capital's ORIX position peaked at $397K in Q4 2024.
  • 209 funds tracked by Wall St. Rank held ORIX as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.