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BTC Capital Management’s ORIX IX Stock Holding History

BTC Capital Management’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 		$4.06M Buy
106,698
+54,413
+104% +$1.94M 0.25% 92
2026
Q1 		$1.57M Sell
52,285
-32,531
-38% -$1.03M 0.11% 130
2025
Q4 		$2.48M Sell
84,816
-24,315
-22% -$644K 0.17% 106
2025
Q3 		$2.85M Buy
109,131
+7,634
+8% +$189K 0.2% 98
2025
Q2 		$2.29M Buy
101,497
+3,879
+4% +$79.6K 0.19% 98
2025
Q1 		$2.04M Buy
97,618
+14,413
+17% +$302K 0.19% 100
2024
Q4 		$1.76M Buy
83,205
+8,955
+12% +$196K 0.16% 102
2024
Q3 		$1.72M Buy
74,250
+3,940
+6% +$92.6K 0.15% 107
2024
Q2 		$1.57M Sell
70,310
-4,070
-5% -$86.9K 0.15% 109
2024
Q1 		$1.64M Buy
+74,380
New +$1.51M 0.15% 113
2023
Q3 		$1.4M Buy
74,775
+1,255
+2% +$23.5K 0.16% 119
2023
Q2 		$1.34M Sell
73,520
-1,390
-2% -$24.1K 0.15% 119
2023
Q1 		$1.21M Sell
74,910
-6,685
-8% -$115K 0.14% 118
2022
Q4 		$1.31M Buy
81,595
+3,575
+5% +$54.3K 0.16% 114
2022
Q3 		$1.1M Buy
78,020
+14,070
+22% +$230K 0.14% 118
2022
Q2 		$1.08M Sell
63,950
-2,790
-4% -$50.7K 0.13% 120
2022
Q1 		$1.34M Sell
66,740
-21,275
-24% -$435K 0.13% 123
2021
Q4 		$1.79M Buy
88,015
+3,510
+4% +$69.9K 0.18% 112
2021
Q3 		$1.6M Sell
84,505
-425
-0.5% -$7.82K 0.18% 109
2021
Q2 		$1.44M Buy
84,930
+1,715
+2% +$29.3K 0.16% 102
2021
Q1 		$1.41M Sell
83,215
-1,185
-1% -$20.3K 0.16% 102
2020
Q4 		$1.31M Buy
84,400
+30,805
+57% +$434K 0.16% 105
2020
Q3 		$673K Buy
53,595
+2,155
+4% +$26.5K 0.09% 129
2020
Q2 		$632K Buy
51,440
+3,820
+8% +$47K 0.1% 119
2020
Q1 		$563K Sell
47,620
-12,520
-21% -$198K 0.11% 117
2019
Q4 		$1M Buy
60,140
+9,595
+19% +$154K 0.14% 111
2019
Q3 		$760K Sell
50,545
-720
-1% -$10.8K 0.12% 117
2019
Q2 		$769K Buy
51,265
+31,465
+159% +$450K 0.12% 122
2019
Q1 		$283K Sell
19,800
-35
-0.2% -$516 0.05% 153
2018
Q4 		$282K Buy
19,835
+2,690
+16% +$42.2K 0.05% 148
2018
Q3 		$281K Sell
17,145
-32,110
-65% -$517K 0.05% 153
2018
Q2 		$776K Sell
49,255
-1,440
-3% -$24.9K 0.18% 91
2018
Q1 		$913K Buy
50,695
+1,550
+3% +$28K 0.15% 116
2017
Q4 		$834K Buy
49,145
+15,545
+46% +$263K 0.14% 111
2017
Q3 		$544K Sell
33,600
-12,950
-28% -$208K 0.1% 128
2017
Q2 		$724K Buy
46,550
+13,490
+41% +$211K 0.13% 120
2017
Q1 		$493K Buy
33,060
+14,020
+74% +$217K 0.09% 129
2016
Q4 		$297K Sell
19,040
-1,925
-9% -$29.5K 0.06% 144
2016
Q3 		$312K Sell
20,965
-8,455
-29% -$119K 0.06% 139
2016
Q2 		$376K Buy
29,420
+12,575
+75% +$175K 0.08% 118
2016
Q1 		$242K Sell
16,845
-375
-2% -$5.11K 0.06% 134
2015
Q4 		$239K Buy
17,220
+1,740
+11% +$25.3K 0.06% 145
2015
Q3 		$202K Buy
+15,480
New +$215K 0.05% 164

Other funds holding IX

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

BTC Capital Management's IX Position: Q2 2026 in Review

BTC Capital Management increased its ORIX (IX) stake by 104% in Q2 2026, buying an estimated $1.94M and bringing the position to 106,698 shares worth $4.06M. The position accounts for 0.25% of the portfolio, ranked #92.

BTC Capital Management first reported a position in IX in Q3 2015 and has held it in 43 quarters since. 40 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • BTC Capital Management held 106,698 shares of ORIX worth $4.06M as of Q2 2026.
  • BTC Capital Management bought 54,413 ORIX shares in Q2 2026, an estimated $1.94M.
  • ORIX made up 0.25% of BTC Capital Management's portfolio in Q2 2026, its #92 holding.
  • BTC Capital Management first reported a position in ORIX in Q3 2015 and has held it in 43 quarters since.
  • 40 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.