West Branch Capital’s ORIX IX Stock Holding History

West Branch 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
2024 Q4	–	Sell	-5	Closed	-$105	–	593
2024 Q3	$105	Buy	+5	New	+$118	﹤0.01%	537

Other funds holding IX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

West Branch Capital's IX Position: Q4 2024 in Review

West Branch Capital sold out of ORIX (IX) in Q4 2024, closing a stake of 5 shares — an estimated $105 sold.

West Branch Capital first reported a position in IX in Q3 2024 and held it in 1 quarter. The position peaked at $105 in Q3 2024. 189 funds tracked by Wall St. Rank hold IX as of Q4 2024.

West Branch Capital reported no remaining ORIX position as of Q4 2024 after selling out during the quarter.
West Branch Capital sold 5 ORIX shares in Q4 2024, an estimated $105.
West Branch Capital first reported a position in ORIX in Q3 2024 and held it in 1 quarter.
West Branch Capital's ORIX position peaked at $105 in Q3 2024.
189 funds tracked by Wall St. Rank held ORIX as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.