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Summit Global Investments’s ORIX IX Stock Holding History

Summit Global Investments’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 		– Sell
-20,036
Closed -$585K – 508
2025
Q4 		$585K Sell
20,036
-3,151
-14% -$83.4K 0.03% 281
2025
Q3 		$606K Buy
23,187
+4,030
+21% +$100K 0.04% 268
2025
Q2 		$431K Buy
19,157
+2,734
+17% +$56.1K 0.03% 326
2025
Q1 		$343K Sell
16,423
-33,807
-67% -$709K 0.03% 351
2024
Q4 		$1.07M Buy
+50,230
New +$1.1M 0.07% 203
2022
Q4 		– Sell
-61,685
Closed -$872K – 474
2022
Q3 		$872K Sell
61,685
-23,490
-28% -$384K 0.08% 212
2022
Q2 		$1.43M Sell
85,175
-31,120
-27% -$565K 0.13% 169
2022
Q1 		$2.32M Buy
116,295
+5,100
+5% +$104K 0.17% 130
2021
Q4 		$2.26M Buy
111,195
+9,715
+10% +$193K 0.15% 138
2021
Q3 		$1.92M Sell
101,480
-1,160
-1% -$21.3K 0.14% 131
2021
Q2 		$1.74M Sell
102,640
-5,890
-5% -$101K 0.1% 154
2021
Q1 		$1.84M Buy
108,530
+1,700
+2% +$29.1K 0.12% 134
2020
Q4 		$1.65M Buy
106,830
+18,405
+21% +$260K 0.17% 109
2020
Q3 		$1.11M Buy
88,425
+46,350
+110% +$570K 0.11% 124
2020
Q2 		$518K Buy
+42,075
New +$517K 0.06% 186

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

Summit Global Investments's IX Position: Q1 2026 in Review

Summit Global Investments sold out of ORIX (IX) in Q1 2026, closing a stake of 20,036 shares — an estimated $585K sold.

Summit Global Investments first reported a position in IX in Q2 2020 and held it in 15 quarters. The position peaked at $2.32M in Q1 2022. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Summit Global Investments reported no remaining ORIX position as of Q1 2026 after selling out during the quarter.
  • Summit Global Investments sold 20,036 ORIX shares in Q1 2026, an estimated $585K.
  • Summit Global Investments first reported a position in ORIX in Q2 2020 and held it in 15 quarters.
  • Summit Global Investments's ORIX position peaked at $2.32M in Q1 2022.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.