Back to ORXCF
Plan A Wealth LLC ORXCF Position History
ORIX Corporation
Quarters held
6
Latest value
$1M
Q3 2026
Peak value
$1M
First seen
Q2 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2025 | $474K |
| Q3 2025 | $599K |
| Q4 2025 | $711K |
| Q1 2026 | $756K |
| Q2 2026 | $1M |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 27.8K | — | — |
| Q2 2026 | $1M | 27.2K | — | — |
| Q1 2026 | $756K | 25.2K | — | — |
| Q4 2025 | $711K | 24.3K | — | — |
| Q3 2025 | $599K | 22.9K | — | — |
| Q2 2025 | $474K | 21.0K | — | — |
Other funds holding ORXCF
$125.4M
$97.3M
$93.8M
$93.8M
$79.1M
$79.1M
$70.6M