BLC
IX icon

Brown, Lisle/Cummings’s ORIX IX Stock Holding History

Brown, Lisle/Cummings’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 		$3.07K Sell
81
-135
-63% -$4.8K ﹤0.01% 779
2026
Q1 		$6.47K Buy
216
+135
+167% +$4.28K ﹤0.01% 643
2025
Q4 		$2.36K Hold
81
– – ﹤0.01% 624
2025
Q3 		$2.11K Hold
81
– – ﹤0.01% 646
2025
Q2 		$1.82K Buy
81
+1
+1% +$21 ﹤0.01% 659
2025
Q1 		$1.67K Buy
+80
New +$1.68K ﹤0.01% 665

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

Brown, Lisle/Cummings's IX Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its ORIX (IX) stake by 63% in Q2 2026, selling an estimated $4.8K and leaving 81 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Brown, Lisle/Cummings first reported a position in IX in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.47K in Q1 2026. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Brown, Lisle/Cummings held 81 shares of ORIX worth $3.07K as of Q2 2026.
  • Brown, Lisle/Cummings sold 135 ORIX shares in Q2 2026, an estimated $4.8K.
  • ORIX made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #779 holding.
  • Brown, Lisle/Cummings first reported a position in ORIX in Q1 2025 and has held it in 6 quarters since.
  • Brown, Lisle/Cummings's ORIX position peaked at $6.47K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.