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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown, Lisle/Cummings's IX Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its ORIX (IX) stake by 167% in Q1 2026, buying an estimated $4.28K and bringing the position to 216 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Brown, Lisle/Cummings first reported a position in IX in Q1 2025 and has held it in 5 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

Brown, Lisle/Cummings held 216 shares of ORIX worth $6.47K as of Q1 2026.
Brown, Lisle/Cummings bought 135 ORIX shares in Q1 2026, an estimated $4.28K.
ORIX made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #643 holding.
Brown, Lisle/Cummings first reported a position in ORIX in Q1 2025 and has held it in 5 quarters since.
280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.