KeyBank National Association
IX icon

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KeyBank National Association's IX Position: Q1 2026 in Review

KeyBank National Association opened a new position in ORIX (IX) in Q1 2026: 8,555 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #1098 among its holdings. This is a return to the name: KeyBank National Association previously reported a position in IX as recently as Q2 2014.

KeyBank National Association first reported a position in IX in Q1 2014 and has held it in 3 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • KeyBank National Association held 8,555 shares of ORIX worth $257K as of Q1 2026.
  • ORIX was a new KeyBank National Association position in Q1 2026.
  • ORIX made up ﹤0.01% of KeyBank National Association's portfolio in Q1 2026, its #1098 holding.
  • KeyBank National Association first reported a position in ORIX in Q1 2014 and has held it in 3 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on KeyBank National Association's 13F filing for Q1 2026, filed 24 Apr 2026.