CAG
IX icon

Crestwood Advisors Group’s ORIX IX Stock Holding History

Crestwood Advisors Group’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 		$238K Buy
+6,261
New +$223K ﹤0.01% 774

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

Crestwood Advisors Group's IX Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in ORIX (IX) in Q2 2026: 6,261 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #774 among its holdings.

320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Crestwood Advisors Group held 6,261 shares of ORIX worth $238K as of Q2 2026.
  • ORIX was a new Crestwood Advisors Group position in Q2 2026.
  • ORIX made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #774 holding.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.