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Summit Trail Advisors’s ORIX IX Stock Holding History

Summit Trail Advisors’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 		$710K Sell
18,666
-148
-0.8% -$5.26K 0.01% 1116
2026
Q1 		$564K Buy
+18,814
New +$597K 0.01% 1127
2018
Q2 		– Sell
-93,300
Closed -$1.37M – 564
2018
Q1 		$1.37M Buy
93,300
+20,860
+29% +$377K 0.23% 98
2017
Q4 		$1.4M Buy
+72,440
New +$1.23M 0.18% 116

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
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
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
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Summit Trail Advisors's IX Position: Q2 2026 in Review

Summit Trail Advisors reduced its ORIX (IX) stake by 0.79% in Q2 2026, selling an estimated $5.26K and leaving 18,666 shares worth $710K. The position accounts for 0.01% of the portfolio, ranked #1116.

Summit Trail Advisors first reported a position in IX in Q4 2017 and has held it in 4 quarters since. The position peaked at $1.4M in Q4 2017. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Summit Trail Advisors held 18,666 shares of ORIX worth $710K as of Q2 2026.
  • Summit Trail Advisors sold 148 ORIX shares in Q2 2026, an estimated $5.26K.
  • ORIX made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1116 holding.
  • Summit Trail Advisors first reported a position in ORIX in Q4 2017 and has held it in 4 quarters since.
  • Summit Trail Advisors's ORIX position peaked at $1.4M in Q4 2017.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.