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WhitTier Trust Company’s ORIX IX Stock Holding History

WhitTier Trust Company’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
2025
Q3 		– Sell
-22,529
Closed -$507K – 1394
2025
Q2 		$507K Sell
22,529
-714
-3% -$14.7K 0.01% 394
2025
Q1 		$485K Buy
23,243
+8,063
+53% +$169K 0.01% 392
2024
Q4 		$323K Buy
15,180
+7,990
+111% +$175K 0.01% 432
2024
Q3 		$167K Buy
7,190
+1,525
+27% +$35.8K ﹤0.01% 508
2024
Q2 		$126K Buy
5,665
+3,340
+144% +$71.3K ﹤0.01% 528
2024
Q1 		$51.2K Buy
2,325
+1,980
+574% +$40.2K ﹤0.01% 677
2023
Q4 		$6.44K Buy
+345
New +$6.27K ﹤0.01% 995
2023
Q1 		– Sell
-685
Closed -$11K – 1188
2022
Q4 		$11K Buy
+685
New +$10.4K ﹤0.01% 931

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

WhitTier Trust Company's IX Position: Q3 2025 in Review

WhitTier Trust Company sold out of ORIX (IX) in Q3 2025, closing a stake of 22,529 shares — an estimated $507K sold.

WhitTier Trust Company first reported a position in IX in Q4 2022 and held it in 8 quarters. The position peaked at $507K in Q2 2025. 217 funds tracked by Wall St. Rank hold IX as of Q3 2025.

  • WhitTier Trust Company reported no remaining ORIX position as of Q3 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 22,529 ORIX shares in Q3 2025, an estimated $507K.
  • WhitTier Trust Company first reported a position in ORIX in Q4 2022 and held it in 8 quarters.
  • WhitTier Trust Company's ORIX position peaked at $507K in Q2 2025.
  • 217 funds tracked by Wall St. Rank held ORIX as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.