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
Q3 		$772K Sell
20,468
-3,320
-14% -$131K ﹤0.01% 1927
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Truist Financial's IX Position: Q3 2026 in Review

Truist Financial reduced its ORIX (IX) stake by 14% in Q3 2026, selling an estimated $131K and leaving 20,468 shares worth $772K. The position accounts for ﹤0.01% of the portfolio, ranked #1927.

Truist Financial first reported a position in IX in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.26M in Q2 2014. 240 funds tracked by Wall St. Rank hold IX as of Q3 2026.

  • Truist Financial held 20,468 shares of ORIX worth $772K as of Q3 2026.
  • Truist Financial sold 3,320 ORIX shares in Q3 2026, an estimated $131K.
  • ORIX made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #1927 holding.
  • Truist Financial first reported a position in ORIX in Q2 2013 and has held it in 13 quarters since.
  • Truist Financial's ORIX position peaked at $1.26M in Q2 2014.
  • 240 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.