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Ferguson Wellman Capital Management’s ORIX IX Stock Holding History

Ferguson Wellman 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 		$839K Buy
+27,960
New +$887K 0.01% 233
2021
Q1 		– Sell
-370,895
Closed -$5.74M – 369
2020
Q4 		$5.74M Buy
+370,895
New +$5.23M 0.14% 125
2018
Q3 		– Sell
-436,110
Closed -$6.89M – 351
2018
Q2 		$6.89M Buy
436,110
+27,625
+7% +$477K 0.24% 104
2018
Q1 		$7.34M Buy
408,485
+190,810
+88% +$3.45M 0.26% 108
2017
Q4 		$3.69M Buy
217,675
+1,250
+0.6% +$21.2K 0.13% 137
2017
Q3 		$3.5M Sell
216,425
-2,275
-1% -$36.6K 0.13% 135
2017
Q2 		$3.41M Buy
218,700
+1,750
+0.8% +$27.3K 0.13% 134
2017
Q1 		$3.23M Buy
216,950
+14,475
+7% +$224K 0.12% 138
2016
Q4 		$3.15M Buy
+202,475
New +$3.11M 0.13% 139
2015
Q2 		– Sell
-16,775
Closed -$236K – 327
2015
Q1 		$236K Sell
16,775
-2,250
-12% -$29.4K 0.01% 303
2014
Q4 		$238K Sell
19,025
-239,700
-93% -$3.14M 0.01% 307
2014
Q3 		$3.57M Buy
258,725
+17,850
+7% +$274K 0.15% 139
2014
Q2 		$4M Sell
240,875
-9,225
-4% -$141K 0.17% 129
2014
Q1 		$3.52M Sell
250,100
-2,175
-0.9% -$33.3K 0.16% 135
2013
Q4 		$4.5M Buy
252,275
+6,775
+3% +$116K 0.2% 116
2013
Q3 		$4.02M Buy
+245,500
New +$3.65M 0.2% 116

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

Ferguson Wellman Capital Management's IX Position: Q1 2026 in Review

Ferguson Wellman Capital Management opened a new position in ORIX (IX) in Q1 2026: 27,960 shares worth $839K. The stake represents 0.01% of the portfolio and ranks #233 among its holdings. This is a return to the name: Ferguson Wellman Capital Management previously reported a position in IX as recently as Q4 2020.

Ferguson Wellman Capital Management first reported a position in IX in Q3 2013 and has held it in 16 quarters since. The position peaked at $7.34M in Q1 2018. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Ferguson Wellman Capital Management held 27,960 shares of ORIX worth $839K as of Q1 2026.
  • ORIX was a new Ferguson Wellman Capital Management position in Q1 2026.
  • ORIX made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q1 2026, its #233 holding.
  • Ferguson Wellman Capital Management first reported a position in ORIX in Q3 2013 and has held it in 16 quarters since.
  • Ferguson Wellman Capital Management's ORIX position peaked at $7.34M in Q1 2018.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2026, filed 1 May 2026.