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 Q2	$9.4K	Buy	247 +2	+0.8%	+$71	﹤0.01%	1678
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 $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

Parkside Financial Bank & Trust's IX Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its ORIX (IX) stake by 0.82% in Q2 2026, buying an estimated $71 and bringing the position to 247 shares worth $9.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

Parkside Financial Bank & Trust 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.

Parkside Financial Bank & Trust held 247 shares of ORIX worth $9.4K as of Q2 2026.
Parkside Financial Bank & Trust bought 2 ORIX shares in Q2 2026, an estimated $71.
ORIX made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #1678 holding.
Parkside Financial Bank & Trust 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 Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.