GW&K Investment Management’s ORIX IX Stock Holding History

GW&K Investment 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	$12K	Buy	305 +5	+2%	+$178	﹤0.01%	879
2026 Q1	$9K	Buy	300 +35	+13%	+$1.11K	﹤0.01%	883
2025 Q4	$8K	Hold	265	–	–	﹤0.01%	890
2025 Q3	$7K	Hold	265	–	–	﹤0.01%	902
2025 Q2	$6K	Hold	265	–	–	﹤0.01%	903
2025 Q1	$6K	Hold	265	–	–	﹤0.01%	892
2024 Q4	$6K	Hold	265	–	–	﹤0.01%	855
2024 Q3	$6K	Hold	265	–	–	﹤0.01%	845
2024 Q2	$6K	Hold	265	–	–	﹤0.01%	821
2024 Q1	$6K	Buy	265 +150	+130%	+$3.05K	﹤0.01%	806
2023 Q4	$2K	Hold	115	–	–	﹤0.01%	866
2023 Q3	$2K	Hold	115	–	–	﹤0.01%	848
2023 Q2	$2K	Buy	+115	New	+$1.99K	﹤0.01%	841

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

GW&K Investment Management's IX Position: Q2 2026 in Review

GW&K Investment Management increased its ORIX (IX) stake by 1.7% in Q2 2026, buying an estimated $178 and bringing the position to 305 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

GW&K Investment Management first reported a position in IX in Q2 2023 and has held it in 13 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

GW&K Investment Management held 305 shares of ORIX worth $12K as of Q2 2026.
GW&K Investment Management bought 5 ORIX shares in Q2 2026, an estimated $178.
ORIX made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #879 holding.
GW&K Investment Management first reported a position in ORIX in Q2 2023 and has held it in 13 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.