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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
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 $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 Trail Advisors's IX Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in ORIX (IX) in Q1 2026: 18,814 shares worth $564K. The stake represents 0.01% of the portfolio and ranks #1127 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in IX as recently as Q1 2018.

Summit Trail Advisors first reported a position in IX in Q4 2017 and has held it in 3 quarters since. The position peaked at $1.4M in Q4 2017. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Summit Trail Advisors held 18,814 shares of ORIX worth $564K as of Q1 2026.
  • ORIX was a new Summit Trail Advisors position in Q1 2026.
  • ORIX made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1127 holding.
  • Summit Trail Advisors first reported a position in ORIX in Q4 2017 and has held it in 3 quarters since.
  • Summit Trail Advisors's ORIX position peaked at $1.4M in Q4 2017.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.