American National Bank & Trust’s ORIX IX Stock Holding History

American National Bank & Trust’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
2025 Q2	–	Sell	-12	Closed	-$254	–	688
2025 Q1	$254	Buy	+12	New	+$252	﹤0.01%	593
2022 Q4	–	Sell	-190	Closed	-$3K	–	657
2022 Q3	$3K	Hold	190	–	–	﹤0.01%	463
2022 Q2	$3K	Hold	190	–	–	﹤0.01%	372
2022 Q1	$4K	Buy	+190	New	+$3.88K	﹤0.01%	367

Other funds holding IX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

American National Bank & Trust's IX Position: Q2 2025 in Review

American National Bank & Trust sold out of ORIX (IX) in Q2 2025, closing a stake of 12 shares — an estimated $254 sold.

American National Bank & Trust first reported a position in IX in Q1 2022 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 209 funds tracked by Wall St. Rank hold IX as of Q2 2025.

American National Bank & Trust reported no remaining ORIX position as of Q2 2025 after selling out during the quarter.
American National Bank & Trust sold 12 ORIX shares in Q2 2025, an estimated $254.
American National Bank & Trust first reported a position in ORIX in Q1 2022 and held it in 4 quarters.
American National Bank & Trust's ORIX position peaked at $4K in Q1 2022.
209 funds tracked by Wall St. Rank held ORIX as of Q2 2025.

Based on American National Bank & Trust's 13F filing for Q2 2025, filed 16 Jul 2025.