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 Q2	$2.81M	Sell	73,960 -314	-0.4%	-$11.2K	0.05%	255
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 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

Laird Norton Wetherby Trust Company's IX Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its ORIX (IX) stake by 0.42% in Q2 2026, selling an estimated $11.2K and leaving 73,960 shares worth $2.81M. The position accounts for 0.05% of the portfolio, ranked #255.

Laird Norton Wetherby Trust Company first reported a position in IX in Q1 2025 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Laird Norton Wetherby Trust Company held 73,960 shares of ORIX worth $2.81M as of Q2 2026.
Laird Norton Wetherby Trust Company sold 314 ORIX shares in Q2 2026, an estimated $11.2K.
ORIX made up 0.05% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #255 holding.
Laird Norton Wetherby Trust Company first reported a position in ORIX in Q1 2025 and has held it in 6 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.