National Bank of Canada
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National Bank of Canada’s ORIX IX Stock Holding History

National Bank of Canada’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 		$180 Buy
+6
New +$190 ﹤0.01% 2801
2025
Q3 		– Sell
-56,000
Closed -$1.26M – 3041
2025
Q2 		$1.26M Hold
56,000
– – ﹤0.01% 1240
2025
Q1 		$1.17M Buy
56,000
+31,000
+124% +$650K ﹤0.01% 1167
2024
Q4 		$531K Buy
+25,000
New +$548K ﹤0.01% 1415

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

National Bank of Canada's IX Position: Q1 2026 in Review

National Bank of Canada opened a new position in ORIX (IX) in Q1 2026: 6 shares worth $180. The stake represents ﹤0.01% of the portfolio and ranks #2801 among its holdings. This is a return to the name: National Bank of Canada previously reported a position in IX as recently as Q2 2025.

National Bank of Canada first reported a position in IX in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.26M in Q2 2025. 281 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • National Bank of Canada held 6 shares of ORIX worth $180 as of Q1 2026.
  • ORIX was a new National Bank of Canada position in Q1 2026.
  • ORIX made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #2801 holding.
  • National Bank of Canada first reported a position in ORIX in Q4 2024 and has held it in 4 quarters since.
  • National Bank of Canada's ORIX position peaked at $1.26M in Q2 2025.
  • 281 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.