KeyBank National Association’s ORIX IX Stock Holding History

KeyBank National Association’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	$479K	Buy	12,599 +4,044	+47%	+$144K	﹤0.01%	935
2026 Q1	$257K	Buy	+8,555	New	+$271K	﹤0.01%	1098
2014 Q3	–	Sell	-14,405	Closed	-$239K	–	1253
2014 Q2	$239K	Sell	14,405 -1,015	-7%	-$15.5K	﹤0.01%	1154
2014 Q1	$217K	Buy	+15,420	New	+$236K	﹤0.01%	1186

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

KeyBank National Association's IX Position: Q2 2026 in Review

KeyBank National Association increased its ORIX (IX) stake by 47% in Q2 2026, buying an estimated $144K and bringing the position to 12,599 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

KeyBank National Association first reported a position in IX in Q1 2014 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

KeyBank National Association held 12,599 shares of ORIX worth $479K as of Q2 2026.
KeyBank National Association bought 4,044 ORIX shares in Q2 2026, an estimated $144K.
ORIX made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #935 holding.
KeyBank National Association first reported a position in ORIX in Q1 2014 and has held it in 4 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.