Bank of New York Mellon
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Bank of New York Mellon’s ORIX IX Stock Holding History

Bank of New York Mellon’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 		$6.58M Buy
173,045
+18,568
+12% +$661K ﹤0.01% 2278
2026
Q1 		$4.63M Buy
154,477
+26,052
+20% +$827K ﹤0.01% 2358
2025
Q4 		$3.75M Buy
128,425
+4,201
+3% +$111K ﹤0.01% 2480
2025
Q3 		$3.24M Buy
124,224
+6,765
+6% +$168K ﹤0.01% 2561
2025
Q2 		$2.65M Buy
117,459
+4,532
+4% +$93.1K ﹤0.01% 2615
2025
Q1 		$2.36M Buy
112,927
+7,022
+7% +$147K ﹤0.01% 2611
2024
Q4 		$2.25M Buy
105,905
+2,370
+2% +$51.9K ﹤0.01% 2711
2024
Q3 		$2.4M Buy
103,535
+6,230
+6% +$146K ﹤0.01% 2663
2024
Q2 		$2.17M Buy
97,305
+5,910
+6% +$126K ﹤0.01% 2751
2024
Q1 		$2.01M Sell
91,395
-155
-0.2% -$3.15K ﹤0.01% 2757
2023
Q4 		$1.71M Buy
91,550
+21,515
+31% +$391K ﹤0.01% 2907
2023
Q3 		$1.31M Buy
70,035
+3,350
+5% +$62.6K ﹤0.01% 3021
2023
Q2 		$1.22M Buy
66,685
+2,820
+4% +$48.9K ﹤0.01% 3089
2023
Q1 		$1.05M Buy
63,865
+3,445
+6% +$59K ﹤0.01% 3113
2022
Q4 		$973K Buy
60,420
+18,825
+45% +$286K ﹤0.01% 3205
2022
Q3 		$587K Sell
41,595
-12,720
-23% -$208K ﹤0.01% 3485
2022
Q2 		$914K Sell
54,315
-5,435
-9% -$98.8K ﹤0.01% 3263
2022
Q1 		$1.19M Buy
59,750
+1,520
+3% +$31.1K ﹤0.01% 3204
2021
Q4 		$1.19M Buy
58,230
+1,190
+2% +$23.7K ﹤0.01% 3282
2021
Q3 		$1.08M Buy
57,040
+1,315
+2% +$24.2K ﹤0.01% 3350
2021
Q2 		$944K Buy
55,725
+11,870
+27% +$203K ﹤0.01% 3454
2021
Q1 		$744K Buy
43,855
+4,450
+11% +$76.1K ﹤0.01% 3489
2020
Q4 		$609K Sell
39,405
-4,640
-11% -$65.4K ﹤0.01% 3515
2020
Q3 		$550K Buy
44,045
+5,650
+15% +$69.5K ﹤0.01% 3446
2020
Q2 		$473K Sell
38,395
-9,225
-19% -$113K ﹤0.01% 3516
2020
Q1 		$563K Sell
47,620
-4,750
-9% -$75K ﹤0.01% 3300
2019
Q4 		$874K Buy
52,370
+2,810
+6% +$45.1K ﹤0.01% 3318
2019
Q3 		$745K Buy
49,560
+3,695
+8% +$55.4K ﹤0.01% 3332
2019
Q2 		$687K Sell
45,865
-6,120
-12% -$87.6K ﹤0.01% 3438
2019
Q1 		$748K Sell
51,985
-34,695
-40% -$512K ﹤0.01% 3344
2018
Q4 		$1.24M Sell
86,680
-20,870
-19% -$327K ﹤0.01% 2993
2018
Q3 		$1.74M Buy
107,550
+1,045
+1% +$16.8K ﹤0.01% 2929
2018
Q2 		$1.68M Buy
106,505
+20,545
+24% +$355K ﹤0.01% 2960
2018
Q1 		$1.54M Sell
85,960
-13,475
-14% -$244K ﹤0.01% 2959
2017
Q4 		$1.69M Buy
99,435
+9,285
+10% +$157K ﹤0.01% 2943
2017
Q3 		$1.46M Buy
90,150
+4,655
+5% +$74.9K ﹤0.01% 3007
2017
Q2 		$1.33M Buy
85,495
+2,260
+3% +$35.3K ﹤0.01% 3085
2017
Q1 		$1.24M Sell
83,235
-9,140
-10% -$142K ﹤0.01% 3121
2016
Q4 		$1.44M Sell
92,375
-2,435
-3% -$37.4K ﹤0.01% 3060
2016
Q3 		$1.41M Buy
94,810
+11,865
+14% +$168K ﹤0.01% 2988
2016
Q2 		$1.06M Buy
82,945
+3,185
+4% +$44.4K ﹤0.01% 3100
2016
Q1 		$1.14M Sell
79,760
-10,375
-12% -$141K ﹤0.01% 2980
2015
Q4 		$1.27M Sell
90,135
-11,870
-12% -$173K ﹤0.01% 3011
2015
Q3 		$1.32M Buy
102,005
+14,435
+16% +$200K ﹤0.01% 3002
2015
Q2 		$1.3M Sell
87,570
-2,465
-3% -$38.2K ﹤0.01% 3188
2015
Q1 		$1.26M Sell
90,035
-52,100
-37% -$681K ﹤0.01% 3158
2014
Q4 		$1.78M Sell
142,135
-3,895
-3% -$51K ﹤0.01% 2944
2014
Q3 		$2.01M Sell
146,030
-2,410
-2% -$37K ﹤0.01% 2879
2014
Q2 		$2.46M Sell
148,440
-3,810
-3% -$58K ﹤0.01% 2775
2014
Q1 		$2.15M Sell
152,250
-63,775
-30% -$976K ﹤0.01% 2837
2013
Q4 		$3.85M Buy
216,025
+34,870
+19% +$597K ﹤0.01% 2460
2013
Q3 		$2.96M Sell
181,155
-1,310
-0.7% -$19.5K ﹤0.01% 2575
2013
Q2 		$2.49M Buy
+182,465
New +$2.58M ﹤0.01% 2657

Other funds holding IX

TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bank of New York Mellon's IX Position: Q2 2026 in Review

Bank of New York Mellon increased its ORIX (IX) stake by 12% in Q2 2026, buying an estimated $661K and bringing the position to 173,045 shares worth $6.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

Bank of New York Mellon first reported a position in IX in Q2 2013 and has held it in 53 quarters since. 175 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Bank of New York Mellon held 173,045 shares of ORIX worth $6.58M as of Q2 2026.
  • Bank of New York Mellon bought 18,568 ORIX shares in Q2 2026, an estimated $661K.
  • ORIX made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2278 holding.
  • Bank of New York Mellon first reported a position in ORIX in Q2 2013 and has held it in 53 quarters since.
  • 175 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.