Greenleaf Trust’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.38M | Sell |
36,300
-1,075
| -3% | -$38.2K | 0.01% | 289 |
|
|
2026
Q1 | $1.12M | Hold |
37,375
| – | – | 0.01% | 307 |
|
|
2025
Q4 | $1.09M | Sell |
37,375
-62
| -0.2% | -$1.64K | 0.01% | 314 |
|
|
2025
Q3 | $978K | Buy |
37,437
+402
| +1% | +$9.97K | 0.01% | 330 |
|
|
2025
Q2 | $834K | Sell |
37,035
-6,715
| -15% | -$138K | 0.01% | 361 |
|
|
2025
Q1 | $914K | Hold |
43,750
| – | – | 0.01% | 351 |
|
|
2024
Q4 | $930K | Hold |
43,750
| – | – | 0.01% | 344 |
|
|
2024
Q3 | $1.02M | Hold |
43,750
| – | – | 0.01% | 324 |
|
|
2024
Q2 | $974K | Hold |
43,750
| – | – | 0.01% | 301 |
|
|
2024
Q1 | $964K | Hold |
43,750
| – | – | 0.01% | 307 |
|
|
2023
Q4 | $817K | Sell |
43,750
-7,305
| -14% | -$133K | 0.01% | 326 |
|
|
2023
Q3 | $959K | Sell |
51,055
-520
| -1% | -$9.72K | 0.01% | 280 |
|
|
2023
Q2 | $941K | Sell |
51,575
-205
| -0.4% | -$3.55K | 0.01% | 292 |
|
|
2023
Q1 | $850K | Hold |
51,780
| – | – | 0.01% | 315 |
|
|
2022
Q4 | $834K | Sell |
51,780
-280
| -0.5% | -$4.25K | 0.01% | 304 |
|
|
2022
Q3 | $736K | Sell |
52,060
-455
| -0.9% | -$7.43K | 0.01% | 294 |
|
|
2022
Q2 | $884K | Sell |
52,515
-15
| -0% | -$273 | 0.01% | 255 |
|
|
2022
Q1 | $1.05M | Sell |
52,530
-9,035
| -15% | -$185K | 0.01% | 242 |
|
|
2021
Q4 | $1.25M | Sell |
61,565
-2,285
| -4% | -$45.5K | 0.01% | 207 |
|
|
2021
Q3 | $1.21M | Sell |
63,850
-430
| -0.7% | -$7.91K | 0.01% | 200 |
|
|
2021
Q2 | $1.09M | Buy |
64,280
+755
| +1% | +$12.9K | 0.01% | 216 |
|
|
2021
Q1 | $1.08M | Sell |
63,525
-405
| -0.6% | -$6.92K | 0.01% | 201 |
|
|
2020
Q4 | $989K | Buy |
63,930
+2,195
| +4% | +$30.9K | 0.01% | 186 |
|
|
2020
Q3 | $773K | Buy |
61,735
+4,860
| +9% | +$59.8K | 0.01% | 210 |
|
|
2020
Q2 | $701K | Buy |
56,875
+4,065
| +8% | +$50K | 0.01% | 213 |
|
|
2020
Q1 | $624K | Sell |
52,810
-260
| -0.5% | -$4.1K | 0.01% | 190 |
|
|
2019
Q4 | $885K | Buy |
53,070
+7,150
| +16% | +$115K | 0.01% | 180 |
|
|
2019
Q3 | $690K | Buy |
45,920
+18,470
| +67% | +$277K | 0.01% | 215 |
|
|
2019
Q2 | $411K | Buy |
27,450
+9,205
| +50% | +$132K | 0.01% | 326 |
|
|
2019
Q1 | $262K | Sell |
18,245
-66,825
| -79% | -$985K | ﹤0.01% | 421 |
|
|
2018
Q4 | $1.22M | Buy |
85,070
+13,520
| +19% | +$212K | 0.02% | 128 |
|
|
2018
Q3 | $1.16M | Buy |
71,550
+6,570
| +10% | +$106K | 0.02% | 149 |
|
|
2018
Q2 | $1.03M | Buy |
64,980
+4,835
| +8% | +$83.5K | 0.02% | 154 |
|
|
2018
Q1 | $1.08M | Buy |
60,145
+945
| +2% | +$17.1K | 0.02% | 141 |
|
|
2017
Q4 | $1M | Buy |
59,200
+1,170
| +2% | +$19.8K | 0.02% | 152 |
|
|
2017
Q3 | $939K | Buy |
58,030
+22,780
| +65% | +$366K | 0.02% | 154 |
|
|
2017
Q2 | $549K | Buy |
35,250
+16,025
| +83% | +$250K | 0.01% | 184 |
|
|
2017
Q1 | $286K | Buy |
+19,225
| New | +$298K | 0.01% | 229 |
|
Other funds holding IX
TAM
CCM
TRSOTSOK
Greenleaf Trust's IX Position: Q2 2026 in Review
Greenleaf Trust reduced its ORIX (IX) stake by 2.9% in Q2 2026, selling an estimated $38.2K and leaving 36,300 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #289.
Greenleaf Trust first reported a position in IX in Q1 2017 and has held it in 38 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.
- Greenleaf Trust held 36,300 shares of ORIX worth $1.38M as of Q2 2026.
- Greenleaf Trust sold 1,075 ORIX shares in Q2 2026, an estimated $38.2K.
- ORIX made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #289 holding.
- Greenleaf Trust first reported a position in ORIX in Q1 2017 and has held it in 38 quarters since.
- 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.
Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.