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Laird Norton Wetherby Trust Company’s ORIX IX Stock Holding History

Laird Norton Wetherby Trust Company’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 		$2.23M Buy
74,274
+1,389
+2% +$44.1K 0.05% 297
2025
Q4 		$2.13M Buy
72,885
+59,485
+444% +$1.57M 0.04% 307
2025
Q3 		$350K Hold
13,400
– – 0.06% 59
2025
Q2 		$302K Hold
13,400
– – 0.04% 61
2025
Q1 		$280K Buy
+13,400
New +$281K 0.05% 59

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

Laird Norton Wetherby Trust Company's IX Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company increased its ORIX (IX) stake by 1.9% in Q1 2026, buying an estimated $44.1K and bringing the position to 74,274 shares worth $2.23M. The position accounts for 0.05% of the portfolio, ranked #297.

Laird Norton Wetherby Trust Company first reported a position in IX in Q1 2025 and has held it in 5 quarters since. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 74,274 shares of ORIX worth $2.23M as of Q1 2026.
  • Laird Norton Wetherby Trust Company bought 1,389 ORIX shares in Q1 2026, an estimated $44.1K.
  • ORIX made up 0.05% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #297 holding.
  • Laird Norton Wetherby Trust Company first reported a position in ORIX in Q1 2025 and has held it in 5 quarters since.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.