UB
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UMB Bank’s ORIX IX Stock Holding History

UMB Bank’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 		$28.1K Hold
740
– – ﹤0.01% 1542
2026
Q1 		$22.2K Hold
740
– – ﹤0.01% 1561
2025
Q4 		$21.6K Hold
740
– – ﹤0.01% 1534
2025
Q3 		$19.3K Hold
740
– – ﹤0.01% 1458
2025
Q2 		$16.7K Sell
740
-95
-11% -$1.95K ﹤0.01% 1438
2025
Q1 		$17.4K Sell
835
-50
-6% -$1.05K ﹤0.01% 1368
2024
Q4 		$18.8K Buy
885
+145
+20% +$3.18K ﹤0.01% 1281
2024
Q3 		$17.2K Hold
740
– – ﹤0.01% 1292
2024
Q2 		$16.5K Sell
740
-320
-30% -$6.83K ﹤0.01% 1139
2024
Q1 		$23.4K Hold
1,060
– – ﹤0.01% 1024
2023
Q4 		$19.8K Sell
1,060
-110
-9% -$2K ﹤0.01% 1061
2023
Q3 		$22K Hold
1,170
– – ﹤0.01% 1053
2023
Q2 		$21.3K Hold
1,170
– – ﹤0.01% 1079
2023
Q1 		$19.2K Buy
1,170
+755
+182% +$12.9K ﹤0.01% 1098
2022
Q4 		$7K Sell
415
-900
-68% -$13.7K ﹤0.01% 1379
2022
Q3 		$19K Sell
1,315
-230
-15% -$3.76K ﹤0.01% 1126
2022
Q2 		$26K Sell
1,545
-215
-12% -$3.91K ﹤0.01% 1081
2022
Q1 		$35K Hold
1,760
– – ﹤0.01% 1060
2021
Q4 		$36K Buy
+1,760
New +$35K ﹤0.01% 1089

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

UMB Bank's IX Position: Q2 2026 in Review

UMB Bank held its ORIX (IX) position steady in Q2 2026 at 740 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

UMB Bank first reported a position in IX in Q4 2021 and has held it in 19 quarters since. The position peaked at $36K in Q4 2021. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • UMB Bank held 740 shares of ORIX worth $28.1K as of Q2 2026.
  • UMB Bank left its ORIX share count unchanged in Q2 2026.
  • ORIX made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1542 holding.
  • UMB Bank first reported a position in ORIX in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's ORIX position peaked at $36K in Q4 2021.
  • 320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.