CFB
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Cullen/Frost Bankers’s ORIX IX Stock Holding History

Cullen/Frost Bankers’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 		$8.93K Buy
235
+142
+153% +$5.05K ﹤0.01% 1163
2026
Q1 		$2.79K Buy
93
+68
+272% +$2.16K ﹤0.01% 1227
2025
Q4 		$731 Buy
+25
New +$662 ﹤0.01% 1329
2020
Q4 		– Sell
-100
Closed -$1K – 1126
2020
Q3 		$1K Buy
+100
New +$1.23K ﹤0.01% 1093

Other funds holding IX

TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Cullen/Frost Bankers's IX Position: Q2 2026 in Review

Cullen/Frost Bankers increased its ORIX (IX) stake by 153% in Q2 2026, buying an estimated $5.05K and bringing the position to 235 shares worth $8.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Cullen/Frost Bankers first reported a position in IX in Q3 2020 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Cullen/Frost Bankers held 235 shares of ORIX worth $8.93K as of Q2 2026.
  • Cullen/Frost Bankers bought 142 ORIX shares in Q2 2026, an estimated $5.05K.
  • ORIX made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q2 2026, its #1163 holding.
  • Cullen/Frost Bankers first reported a position in ORIX in Q3 2020 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.