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Trexquant Investment’s ORIX IX Stock Holding History

Trexquant Investment’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
-16,886
Closed -$493K – 1897
2025
Q4 		$493K Buy
16,886
+4,028
+31% +$107K ﹤0.01% 1345
2025
Q3 		$336K Sell
12,858
-10,146
-44% -$252K ﹤0.01% 1410
2025
Q2 		$518K Buy
23,004
+2,611
+13% +$53.6K 0.01% 1254
2025
Q1 		$426K Buy
+20,393
New +$428K 0.01% 1320
2016
Q4 		– Sell
-19,555
Closed -$290K – 1044
2016
Q3 		$290K Sell
19,555
-1,185
-6% -$16.7K 0.06% 493
2016
Q2 		$265K Buy
+20,740
New +$289K 0.03% 702

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Trexquant Investment's IX Position: Q1 2026 in Review

Trexquant Investment sold out of ORIX (IX) in Q1 2026, closing a stake of 16,886 shares — an estimated $493K sold.

Trexquant Investment first reported a position in IX in Q2 2016 and held it in 6 quarters. The position peaked at $518K in Q2 2025. 283 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Trexquant Investment reported no remaining ORIX position as of Q1 2026 after selling out during the quarter.
  • Trexquant Investment sold 16,886 ORIX shares in Q1 2026, an estimated $493K.
  • Trexquant Investment first reported a position in ORIX in Q2 2016 and held it in 6 quarters.
  • Trexquant Investment's ORIX position peaked at $518K in Q2 2025.
  • 283 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Trexquant Investment's 13F filing for Q1 2026, filed 15 May 2026.