Parkside Financial Bank & Trust’s ORIX IX Stock Holding History

Parkside Financial Bank & Trust’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	$7.35K	Hold	245	–	–	﹤0.01%	1687
2025 Q4	$7.16K	Hold	245	–	–	﹤0.01%	1694
2025 Q3	$6.4K	Hold	245	–	–	﹤0.01%	1672
2025 Q2	$5.52K	Hold	245	–	–	﹤0.01%	1681
2025 Q1	$5.12K	Buy	+245	New	+$5.14K	﹤0.01%	1629

Other funds holding IX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Parkside Financial Bank & Trust's IX Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its ORIX (IX) position steady in Q1 2026 at 245 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Parkside Financial Bank & Trust 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.

Parkside Financial Bank & Trust held 245 shares of ORIX worth $7.35K as of Q1 2026.
Parkside Financial Bank & Trust left its ORIX share count unchanged in Q1 2026.
ORIX made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1687 holding.
Parkside Financial Bank & Trust 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 Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.