BTI
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Blue Trust Inc’s ORIX IX Stock Holding History

Blue Trust Inc’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 		$46.5K Buy
1,223
+1
+0.1% +$36 ﹤0.01% 1376
2026
Q1 		$36.6K Sell
1,222
-180
-13% -$5.71K ﹤0.01% 1451
2025
Q4 		$41K Sell
1,402
-132
-9% -$3.5K ﹤0.01% 1428
2025
Q3 		$40.1K Buy
1,534
+269
+21% +$6.67K ﹤0.01% 1481
2025
Q2 		$28.5K Buy
1,265
+180
+17% +$3.7K ﹤0.01% 1592
2025
Q1 		$22.7K Sell
1,085
-10
-0.9% -$210 ﹤0.01% 1612
2024
Q4 		$23.3K Sell
1,095
-21,900
-95% -$480K ﹤0.01% 1564
2024
Q3 		$512K Buy
22,995
+14,980
+187% +$352K 0.01% 459
2024
Q2 		$177K Buy
8,015
+6,925
+635% +$148K ﹤0.01% 757
2024
Q1 		$24K Sell
1,090
-1,975
-64% -$40.1K ﹤0.01% 1161
2023
Q4 		$57K Buy
3,065
+1,590
+108% +$28.9K ﹤0.01% 878
2023
Q3 		$27K Buy
1,475
+465
+46% +$8.69K ﹤0.01% 1073
2023
Q2 		$16K Sell
1,010
-1,970
-66% -$34.1K ﹤0.01% 1133
2023
Q1 		$48K Buy
2,980
+1,605
+117% +$27.5K ﹤0.01% 1053
2022
Q4 		$19K Sell
1,375
-175
-11% -$2.66K ﹤0.01% 1310
2022
Q3 		$26K Buy
1,550
+950
+158% +$15.5K ﹤0.01% 983
2022
Q2 		$12K Buy
+600
New +$10.9K ﹤0.01% 1141

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Blue Trust Inc's IX Position: Q2 2026 in Review

Blue Trust Inc increased its ORIX (IX) stake by 0.08% in Q2 2026, buying an estimated $36 and bringing the position to 1,223 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Blue Trust Inc first reported a position in IX in Q2 2022 and has held it in 17 quarters since. The position peaked at $512K in Q3 2024. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Blue Trust Inc held 1,223 shares of ORIX worth $46.5K as of Q2 2026.
  • Blue Trust Inc bought 1 ORIX share in Q2 2026, an estimated $36.
  • ORIX made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1376 holding.
  • Blue Trust Inc first reported a position in ORIX in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's ORIX position peaked at $512K in Q3 2024.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.