Bank of Montreal
IX icon

Bank of Montreal’s ORIX IX Stock Holding History

Bank of Montreal’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
Q1 		$780K Buy
26,007
+18,936
+268% +$601K ﹤0.01% 2168
2025
Q4 		$207K Buy
+7,071
New +$187K ﹤0.01% 2824
2022
Q3 		– Sell
-13,640
Closed -$239 – 4235
2022
Q2 		$239 Sell
13,640
-1,330
-9% -$24.2K ﹤0.01% 3161
2022
Q1 		$306K Buy
14,970
+275
+2% +$5.62K ﹤0.01% 3174
2021
Q4 		$300K Sell
14,695
-140
-0.9% -$2.79K ﹤0.01% 2723
2021
Q3 		$292K Buy
14,835
+465
+3% +$8.56K ﹤0.01% 3148
2021
Q2 		$260K Buy
14,370
+1,465
+11% +$25K ﹤0.01% 3116
2021
Q1 		$215K Buy
12,905
+1,535
+14% +$26.2K ﹤0.01% 3081
2020
Q4 		$195K Sell
11,370
-142,905
-93% -$2.01M ﹤0.01% 3223
2020
Q3 		$2M Sell
154,275
-6,685
-4% -$82.2K ﹤0.01% 1660
2020
Q2 		$1.93M Buy
160,960
+24,055
+18% +$296K ﹤0.01% 1650
2020
Q1 		$1.48M Sell
136,905
-62,935
-31% -$993K ﹤0.01% 1555
2019
Q4 		$3.33M Sell
199,840
-130
-0.1% -$2.09K ﹤0.01% 1593
2019
Q3 		$3.01M Sell
199,970
-4,860
-2% -$72.8K ﹤0.01% 1432
2019
Q2 		$3.07M Sell
204,830
-915
-0.4% -$13.1K ﹤0.01% 1447
2019
Q1 		$2.96M Buy
205,745
+39,590
+24% +$584K ﹤0.01% 1459
2018
Q4 		$2.38M Sell
166,155
-4,465
-3% -$70K ﹤0.01% 1440
2018
Q3 		$2.77M Buy
170,620
+1,375
+0.8% +$22.2K ﹤0.01% 1496
2018
Q2 		$2.67M Buy
169,245
+15,860
+10% +$274K ﹤0.01% 1494
2018
Q1 		$2.76M Buy
153,385
+106,955
+230% +$1.94M ﹤0.01% 1422
2017
Q4 		$787K Sell
46,430
-99,885
-68% -$1.69M ﹤0.01% 2062
2017
Q3 		$2.37M Buy
146,315
+2,870
+2% +$46.2K ﹤0.01% 1547
2017
Q2 		$2.24M Buy
143,445
+10,105
+8% +$158K ﹤0.01% 1566
2017
Q1 		$1.98M Sell
133,340
-3,335
-2% -$51.7K ﹤0.01% 1538
2016
Q4 		$2.17M Buy
136,675
+9,340
+7% +$143K ﹤0.01% 1503
2016
Q3 		$1.89M Sell
127,335
-23,130
-15% -$327K ﹤0.01% 1527
2016
Q2 		$1.92M Sell
150,465
-13,545
-8% -$189K ﹤0.01% 1524
2016
Q1 		$2.34M Buy
164,010
+39,185
+31% +$533K ﹤0.01% 1367
2015
Q4 		$1.75M Buy
124,825
+44,070
+55% +$641K ﹤0.01% 1464
2015
Q3 		$1.05M Buy
80,755
+1,795
+2% +$24.9K ﹤0.01% 1558
2015
Q2 		$1.18M Buy
78,960
+1,525
+2% +$23.6K ﹤0.01% 1595
2015
Q1 		$1.09M Buy
77,435
+3,750
+5% +$49K ﹤0.01% 1607
2014
Q4 		$922K Buy
73,685
+6,450
+10% +$84.4K ﹤0.01% 1763
2014
Q3 		$928K Buy
67,235
+11,105
+20% +$170K ﹤0.01% 1796
2014
Q2 		$932K Buy
56,130
+14,315
+34% +$218K ﹤0.01% 1782
2014
Q1 		$589K Buy
41,815
+5,915
+16% +$90.5K ﹤0.01% 1958
2013
Q4 		$640K Buy
35,900
+4,680
+15% +$80.1K ﹤0.01% 1698
2013
Q3 		$511K Buy
31,220
+30,905
+9,811% +$460K ﹤0.01% 1792
2013
Q2 		$4K Buy
+315
New +$4.45K ﹤0.01% 3481

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal's IX Position: Q1 2026 in Review

Bank of Montreal increased its ORIX (IX) stake by 268% in Q1 2026, buying an estimated $601K and bringing the position to 26,007 shares worth $780K. The position accounts for ﹤0.01% of the portfolio, ranked #2168.

Bank of Montreal first reported a position in IX in Q2 2013 and has held it in 39 quarters since. The position peaked at $3.33M in Q4 2019. 281 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Bank of Montreal held 26,007 shares of ORIX worth $780K as of Q1 2026.
  • Bank of Montreal bought 18,936 ORIX shares in Q1 2026, an estimated $601K.
  • ORIX made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2168 holding.
  • Bank of Montreal first reported a position in ORIX in Q2 2013 and has held it in 39 quarters since.
  • Bank of Montreal's ORIX position peaked at $3.33M in Q4 2019.
  • 281 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.