IX — ORIX CORP SPONSORED ADR

Ownership history in Bare Financial Services, Inc  ·  1 quarter on record

This page tracks every 13F SEC filing in which Bare Financial Services, Inc reported a position in ORIX CORP SPONSORED ADR (IX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 32 — — 0.00% $836 $26.12
% of Fund (quarterly)    IX price (monthly, adj. close)

Other funds also holding IX

As of 2025 Q4 — sorted by position size

Henry James International Management Inc. 3Y 7Y 1.85% Ativo Capital Management LLC 3Y 7Y 1.31% TODD ASSET MANAGEMENT LLC 3Y 7Y 1.04% Gilman Hill Asset Management, LLC 3Y 7Y 0.92% Lester Murray Antman dba SimplyRich 3Y 7Y 0.48% PARADIGM ASSET MANAGEMENT CO LLC 3Y 7Y 0.45% EAGLE GLOBAL ADVISORS LLC 3Y 7Y 0.36% Plan A Wealth LLC 0.35% DGS Capital Management, LLC 3Y 0.28% Boston Common Asset Management, LLC 3Y 7Y 0.26%
← Back to Bare Financial Services, Inc Holdings