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Grove Bank & Trust’s ORIX IX Stock Holding History

Grove Bank & Trust’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 		$1.71K Buy
45
+10
+29% +$356 ﹤0.01% 808
2026
Q1 		$1.05K Buy
+35
New +$1.11K ﹤0.01% 810
2024
Q4 		– Sell
-230
Closed -$5.34K – 820
2024
Q3 		$5.34K Buy
+230
New +$5.41K ﹤0.01% 539

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
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
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Grove Bank & Trust's IX Position: Q2 2026 in Review

Grove Bank & Trust increased its ORIX (IX) stake by 29% in Q2 2026, buying an estimated $356 and bringing the position to 45 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Grove Bank & Trust first reported a position in IX in Q3 2024 and has held it in 3 quarters since. The position peaked at $5.34K in Q3 2024. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Grove Bank & Trust held 45 shares of ORIX worth $1.71K as of Q2 2026.
  • Grove Bank & Trust bought 10 ORIX shares in Q2 2026, an estimated $356.
  • ORIX made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #808 holding.
  • Grove Bank & Trust first reported a position in ORIX in Q3 2024 and has held it in 3 quarters since.
  • Grove Bank & Trust's ORIX position peaked at $5.34K in Q3 2024.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.