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Independence Bank of Kentucky’s ORIX IX Stock Holding History

Independence Bank of Kentucky’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 		$2.66K Hold
70
– – ﹤0.01% 557
2026
Q1 		$2.1K Hold
70
– – ﹤0.01% 596
2025
Q4 		$2.04K Buy
+70
New +$1.85K ﹤0.01% 647

Other funds holding IX

EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Independence Bank of Kentucky's IX Position: Q2 2026 in Review

Independence Bank of Kentucky held its ORIX (IX) position steady in Q2 2026 at 70 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Independence Bank of Kentucky first reported a position in IX in Q4 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Independence Bank of Kentucky held 70 shares of ORIX worth $2.66K as of Q2 2026.
  • Independence Bank of Kentucky left its ORIX share count unchanged in Q2 2026.
  • ORIX made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #557 holding.
  • Independence Bank of Kentucky first reported a position in ORIX in Q4 2025 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.