YCM
IX icon

Yousif Capital Management’s ORIX IX Stock Holding History

Yousif Capital Management’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
Q2 		– Sell
-12,225
Closed -$367K – 1726
2026
Q1 		$367K Hold
12,225
– – ﹤0.01% 1532
2025
Q4 		$371K Hold
12,225
– – ﹤0.01% 1552
2025
Q3 		$319K Hold
12,225
– – ﹤0.01% 1613
2025
Q2 		$275K Buy
12,225
+925
+8% +$19K ﹤0.01% 1705
2025
Q1 		$236K Sell
11,300
-7,350
-39% -$154K ﹤0.01% 1742
2024
Q4 		$396K Hold
18,650
– – ﹤0.01% 1575
2024
Q3 		$433K Sell
18,650
-2,085
-10% -$49K ﹤0.01% 1561
2024
Q2 		$462K Hold
20,735
– – 0.01% 1503
2024
Q1 		$457K Buy
20,735
+300
+1% +$6.1K 0.01% 1555
2023
Q4 		$382K Hold
20,435
– – ﹤0.01% 1651
2023
Q3 		$384K Hold
20,435
– – ﹤0.01% 1609
2023
Q2 		$373K Sell
20,435
-600
-3% -$10.4K ﹤0.01% 1630
2023
Q1 		$345K Hold
21,035
– – ﹤0.01% 1645
2022
Q4 		$339K Hold
21,035
– – ﹤0.01% 1659
2022
Q3 		$297K Buy
21,035
+1,300
+7% +$21.2K ﹤0.01% 1694
2022
Q2 		$332K Sell
19,735
-175
-0.9% -$3.18K ﹤0.01% 1695
2022
Q1 		$398K Hold
19,910
– – ﹤0.01% 1719
2021
Q4 		$405K Buy
+19,910
New +$396K ﹤0.01% 1728

Other funds holding IX

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Yousif Capital Management's IX Position: Q2 2026 in Review

Yousif Capital Management sold out of ORIX (IX) in Q2 2026, closing a stake of 12,225 shares — an estimated $367K sold.

Yousif Capital Management first reported a position in IX in Q4 2021 and held it in 18 quarters. The position peaked at $462K in Q2 2024. 40 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Yousif Capital Management reported no remaining ORIX position as of Q2 2026 after selling out during the quarter.
  • Yousif Capital Management sold 12,225 ORIX shares in Q2 2026, an estimated $367K.
  • Yousif Capital Management first reported a position in ORIX in Q4 2021 and held it in 18 quarters.
  • Yousif Capital Management's ORIX position peaked at $462K in Q2 2024.
  • 40 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.