Evergreen Capital Management’s ORIX IX Stock Holding History

Evergreen 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	$611K	Sell	16,050 -2,950	-16%	-$105K	0.01%	788
2026 Q1	$570K	Buy	19,000 +2,506	+15%	+$79.5K	0.01%	711
2025 Q4	$482K	Buy	16,494 +1,456	+10%	+$38.5K	0.01%	765
2025 Q3	$393K	Buy	15,038 +4,105	+38%	+$102K	0.01%	779
2025 Q2	$246K	Buy	+10,933	New	+$224K	0.01%	906
2019 Q4	–	Sell	-13,280	Closed	-$200K	–	486
2019 Q3	$200K	Buy	+13,280	New	+$199K	0.02%	394

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

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 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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

Evergreen Capital Management reduced its ORIX (IX) stake by 16% in Q2 2026, selling an estimated $105K and leaving 16,050 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #788.

Evergreen Capital Management first reported a position in IX in Q3 2019 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Evergreen Capital Management held 16,050 shares of ORIX worth $611K as of Q2 2026.
Evergreen Capital Management sold 2,950 ORIX shares in Q2 2026, an estimated $105K.
ORIX made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #788 holding.
Evergreen Capital Management first reported a position in ORIX in Q3 2019 and has held it in 6 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.