Truist Financial
IX icon

Truist Financial’s ORIX IX Stock Holding History

Truist Financial’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 		$905K Buy
23,788
+4,725
+25% +$168K ﹤0.01% 1840
2026
Q1 		$572K Buy
19,063
+10,536
+124% +$334K ﹤0.01% 2009
2025
Q4 		$249K Buy
8,527
+337
+4% +$8.92K ﹤0.01% 2460
2025
Q3 		$214K Buy
+8,190
New +$203K ﹤0.01% 2522
2024
Q3 		– Sell
-9,575
Closed -$213K – 2612
2024
Q2 		$213K Buy
9,575
+430
+5% +$9.18K ﹤0.01% 2471
2024
Q1 		$202K Buy
+9,145
New +$186K ﹤0.01% 2486
2014
Q4 		– Sell
-30,530
Closed -$421K – 800
2014
Q3 		$421K Sell
30,530
-45,365
-60% -$696K 0.01% 536
2014
Q2 		$1.26M Buy
75,895
+3,035
+4% +$46.2K 0.04% 348
2014
Q1 		$1.03M Buy
72,860
+13,245
+22% +$203K 0.03% 372
2013
Q4 		$1.06M Sell
59,615
-2,545
-4% -$43.6K 0.03% 356
2013
Q3 		$1.02M Sell
62,160
-200
-0.3% -$2.98K 0.04% 335
2013
Q2 		$852K Buy
+62,360
New +$881K 0.03% 349

Other funds holding IX

EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Truist Financial's IX Position: Q2 2026 in Review

Truist Financial increased its ORIX (IX) stake by 25% in Q2 2026, buying an estimated $168K and bringing the position to 23,788 shares worth $905K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

Truist Financial first reported a position in IX in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.26M in Q2 2014. 107 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • Truist Financial held 23,788 shares of ORIX worth $905K as of Q2 2026.
  • Truist Financial bought 4,725 ORIX shares in Q2 2026, an estimated $168K.
  • ORIX made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1840 holding.
  • Truist Financial first reported a position in ORIX in Q2 2013 and has held it in 12 quarters since.
  • Truist Financial's ORIX position peaked at $1.26M in Q2 2014.
  • 107 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.