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Coldstream Capital Management’s ORIX IX Stock Holding History

Coldstream 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 		$359K Buy
9,435
+1,670
+22% +$59.4K ﹤0.01% 894
2026
Q1 		$233K Buy
+7,765
New +$246K ﹤0.01% 1057
2025
Q2 		– Sell
-5,101
Closed -$107K – 2216
2025
Q1 		$107K Buy
+5,101
New +$107K ﹤0.01% 1316

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

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

Coldstream Capital Management increased its ORIX (IX) stake by 22% in Q2 2026, buying an estimated $59.4K and bringing the position to 9,435 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Coldstream Capital Management first reported a position in IX in Q1 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Coldstream Capital Management held 9,435 shares of ORIX worth $359K as of Q2 2026.
  • Coldstream Capital Management bought 1,670 ORIX shares in Q2 2026, an estimated $59.4K.
  • ORIX made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #894 holding.
  • Coldstream Capital Management first reported a position in ORIX in Q1 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.