ECM
IX icon

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Evergreen Capital Management's IX Position: Q1 2026 in Review

Evergreen Capital Management increased its ORIX (IX) stake by 15% in Q1 2026, buying an estimated $79.5K and bringing the position to 19,000 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #711.

Evergreen Capital Management first reported a position in IX in Q3 2019 and has held it in 5 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Evergreen Capital Management held 19,000 shares of ORIX worth $570K as of Q1 2026.
  • Evergreen Capital Management bought 2,506 ORIX shares in Q1 2026, an estimated $79.5K.
  • ORIX made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #711 holding.
  • Evergreen Capital Management first reported a position in ORIX in Q3 2019 and has held it in 5 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.