Regions Financial Corp’s ORIX IX Stock Holding History

Regions Financial Corp’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	$817K	Buy	21,467 +12,386	+136%	+$441K	﹤0.01%	532
2026 Q1	$272K	Buy	+9,081	New	+$288K	﹤0.01%	757
2019 Q1	–	Sell	-910	Closed	-$13K	–	1982
2018 Q4	$13K	Hold	910	–	–	﹤0.01%	1452
2018 Q3	$15K	Sell	910 -225	-20%	-$3.63K	﹤0.01%	1525
2018 Q2	$18K	Buy	+1,135	New	+$19.6K	﹤0.01%	1492
2015 Q1	–	Sell	-51,540	Closed	-$645K	–	936
2014 Q4	$645K	Sell	51,540 -55,500	-52%	-$726K	0.01%	607
2014 Q3	$1.48M	Sell	107,040 -740	-0.7%	-$11.4K	0.02%	456
2014 Q2	$1.79M	Buy	107,780 +18,020	+20%	+$274K	0.02%	415
2014 Q1	$1.26M	Buy	+89,760	New	+$1.37M	0.02%	513

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

Regions Financial Corp's IX Position: Q2 2026 in Review

Regions Financial Corp increased its ORIX (IX) stake by 136% in Q2 2026, buying an estimated $441K and bringing the position to 21,467 shares worth $817K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Regions Financial Corp first reported a position in IX in Q1 2014 and has held it in 9 quarters since. The position peaked at $1.79M in Q2 2014. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Regions Financial Corp held 21,467 shares of ORIX worth $817K as of Q2 2026.
Regions Financial Corp bought 12,386 ORIX shares in Q2 2026, an estimated $441K.
ORIX made up ﹤0.01% of Regions Financial Corp's portfolio in Q2 2026, its #532 holding.
Regions Financial Corp first reported a position in ORIX in Q1 2014 and has held it in 9 quarters since.
Regions Financial Corp's ORIX position peaked at $1.79M in Q2 2014.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Regions Financial Corp's 13F filing for Q2 2026, filed 10 Aug 2026.