Wells Fargo’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.8M | Buy |
460,013
+334,895
| +268% | +$10.6M | ﹤0.01% | 1785 |
|
|
2025
Q4 | $3.66M | Buy |
125,118
+33
| +0% | +$874 | ﹤0.01% | 2961 |
|
|
2025
Q3 | $3.27M | Sell |
125,085
-598,269
| -83% | -$14.8M | ﹤0.01% | 2931 |
|
|
2025
Q2 | $16.3M | Buy |
723,354
+10,089
| +1% | +$207K | ﹤0.01% | 1553 |
|
|
2025
Q1 | $14.9M | Sell |
713,265
-78,215
| -10% | -$1.64M | ﹤0.01% | 1548 |
|
|
2024
Q4 | $16.8M | Sell |
791,480
-88,095
| -10% | -$1.93M | ﹤0.01% | 1468 |
|
|
2024
Q3 | $20.4M | Sell |
879,575
-216,315
| -20% | -$5.08M | ﹤0.01% | 1285 |
|
|
2024
Q2 | $24.4M | Sell |
1,095,890
-24,965
| -2% | -$533K | 0.01% | 1133 |
|
|
2024
Q1 | $24.7M | Sell |
1,120,855
-513,095
| -31% | -$10.4M | 0.01% | 1108 |
|
|
2023
Q4 | $30.5M | Buy |
1,633,950
+9,040
| +0.6% | +$164K | 0.01% | 943 |
|
|
2023
Q3 | $30.5M | Buy |
1,624,910
+2,920
| +0.2% | +$54.6K | 0.01% | 891 |
|
|
2023
Q2 | $29.6M | Sell |
1,621,990
-3,205
| -0.2% | -$55.5K | 0.01% | 922 |
|
|
2023
Q1 | $26.7M | Buy |
1,625,195
+8,590
| +0.5% | +$147K | 0.01% | 956 |
|
|
2022
Q4 | $26M | Sell |
1,616,605
-30,430
| -2% | -$462K | 0.01% | 963 |
|
|
2022
Q3 | $23.3M | Buy |
1,647,035
+417,110
| +34% | +$6.81M | 0.01% | 998 |
|
|
2022
Q2 | $20.7M | Sell |
1,229,925
-40,865
| -3% | -$743K | 0.01% | 1118 |
|
|
2022
Q1 | $25.4M | Buy |
1,270,790
+246,630
| +24% | +$5.04M | 0.01% | 1156 |
|
|
2021
Q4 | $20.8M | Sell |
1,024,160
-84,105
| -8% | -$1.67M | 0.01% | 1309 |
|
|
2021
Q3 | $21M | Sell |
1,108,265
-117,215
| -10% | -$2.16M | ﹤0.01% | 1630 |
|
|
2021
Q2 | $20.8M | Sell |
1,225,480
-220,460
| -15% | -$3.76M | ﹤0.01% | 1657 |
|
|
2021
Q1 | $24.5M | Buy |
1,445,940
+5,620
| +0.4% | +$96.1K | 0.01% | 1515 |
|
|
2020
Q4 | $22.3M | Buy |
1,440,320
+17,420
| +1% | +$246K | 0.01% | 1487 |
|
|
2020
Q3 | $17.8M | Buy |
1,422,900
+50,090
| +4% | +$616K | ﹤0.01% | 1497 |
|
|
2020
Q2 | $16.9M | Buy |
1,372,810
+1,215,865
| +775% | +$14.9M | ﹤0.01% | 1470 |
|
|
2020
Q1 | $1.85M | Sell |
156,945
-51,150
| -25% | -$807K | ﹤0.01% | 3070 |
|
|
2019
Q4 | $3.47M | Buy |
208,095
+460
| +0.2% | +$7.38K | ﹤0.01% | 2881 |
|
|
2019
Q3 | $3.12M | Sell |
207,635
-11,040
| -5% | -$165K | ﹤0.01% | 2956 |
|
|
2019
Q2 | $3.27M | Buy |
218,675
+26,485
| +14% | +$379K | ﹤0.01% | 2935 |
|
|
2019
Q1 | $2.76M | Sell |
192,190
-752,250
| -80% | -$11.1M | ﹤0.01% | 3076 |
|
|
2018
Q4 | $13.5M | Sell |
944,440
-72,890
| -7% | -$1.14M | ﹤0.01% | 1650 |
|
|
2018
Q3 | $16.5M | Buy |
1,017,330
+9,330
| +0.9% | +$150K | ﹤0.01% | 1663 |
|
|
2018
Q2 | $15.9M | Buy |
1,008,000
+27,445
| +3% | +$474K | ﹤0.01% | 1676 |
|
|
2018
Q1 | $17.6M | Sell |
980,555
-16,710
| -2% | -$302K | 0.01% | 1547 |
|
|
2017
Q4 | $16.9M | Buy |
997,265
+43,410
| +5% | +$735K | ﹤0.01% | 1582 |
|
|
2017
Q3 | $15.4M | Buy |
953,855
+48,035
| +5% | +$772K | ﹤0.01% | 1617 |
|
|
2017
Q2 | $14.1M | Buy |
905,820
+95,215
| +12% | +$1.49M | ﹤0.01% | 1646 |
|
|
2017
Q1 | $12.1M | Sell |
810,605
-40,455
| -5% | -$627K | ﹤0.01% | 1764 |
|
|
2016
Q4 | $13.2M | Sell |
851,060
-195,845
| -19% | -$3.01M | ﹤0.01% | 1651 |
|
|
2016
Q3 | $15.5M | Buy |
1,046,905
+71,910
| +7% | +$1.02M | 0.01% | 1462 |
|
|
2016
Q2 | $12.5M | Sell |
974,995
-65,705
| -6% | -$915K | ﹤0.01% | 1651 |
|
|
2016
Q1 | $14.9M | Buy |
1,040,700
+515,750
| +98% | +$7.02M | 0.01% | 1484 |
|
|
2015
Q4 | $7.37M | Buy |
524,950
+27,070
| +5% | +$394K | ﹤0.01% | 2061 |
|
|
2015
Q3 | $6.46M | Buy |
497,880
+29,385
| +6% | +$408K | ﹤0.01% | 2130 |
|
|
2015
Q2 | $6.98M | Buy |
468,495
+18,965
| +4% | +$294K | ﹤0.01% | 2180 |
|
|
2015
Q1 | $6.32M | Sell |
449,530
-15,710
| -3% | -$205K | ﹤0.01% | 2217 |
|
|
2014
Q4 | $5.82M | Buy |
465,240
+8,480
| +2% | +$111K | ﹤0.01% | 2234 |
|
|
2014
Q3 | $6.3M | Buy |
456,760
+222,145
| +95% | +$3.41M | ﹤0.01% | 2120 |
|
|
2014
Q2 | $3.9M | Sell |
234,615
-7,085
| -3% | -$108K | ﹤0.01% | 2509 |
|
|
2014
Q1 | $3.41M | Buy |
241,700
+5,230
| +2% | +$80K | ﹤0.01% | 2606 |
|
|
2013
Q4 | $4.21M | Buy |
236,470
+4,000
| +2% | +$68.5K | ﹤0.01% | 2377 |
|
|
2013
Q3 | $3.81M | Buy |
232,470
+4,860
| +2% | +$72.3K | ﹤0.01% | 2388 |
|
|
2013
Q2 | $3.11M | Buy |
+227,610
| New | +$3.21M | ﹤0.01% | 2478 |
|
Other funds holding IX
TAM
TRSOTSOK
CCM
Wells Fargo's IX Position: Q1 2026 in Review
Wells Fargo increased its ORIX (IX) stake by 268% in Q1 2026, buying an estimated $10.6M and bringing the position to 460,013 shares worth $13.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1785.
Wells Fargo first reported a position in IX in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.5M in Q4 2023. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.
- Wells Fargo held 460,013 shares of ORIX worth $13.8M as of Q1 2026.
- Wells Fargo bought 334,895 ORIX shares in Q1 2026, an estimated $10.6M.
- ORIX made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #1785 holding.
- Wells Fargo first reported a position in ORIX in Q2 2013 and has held it in 52 quarters since.
- Wells Fargo's ORIX position peaked at $30.5M in Q4 2023.
- 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.