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Wilmington Savings Fund Society’s ORIX IX Stock Holding History

Wilmington Savings Fund Society’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
-3,295
Closed -$74.2K – 1717
2025
Q2 		$74.2K Hold
3,295
– – ﹤0.01% 1117
2025
Q1 		$68.8K Sell
3,295
-80
-2% -$1.68K ﹤0.01% 1122
2024
Q4 		$71.7K Sell
3,375
-60
-2% -$1.31K ﹤0.01% 1133
2024
Q3 		$79.7K Buy
+3,435
New +$80.7K ﹤0.01% 1081

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Wilmington Savings Fund Society's IX Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of ORIX (IX) in Q3 2025, closing a stake of 3,295 shares — an estimated $74.2K sold.

Wilmington Savings Fund Society first reported a position in IX in Q3 2024 and held it in 4 quarters. The position peaked at $79.7K in Q3 2024. 216 funds tracked by Wall St. Rank hold IX as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining ORIX position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 3,295 ORIX shares in Q3 2025, an estimated $74.2K.
  • Wilmington Savings Fund Society first reported a position in ORIX in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's ORIX position peaked at $79.7K in Q3 2024.
  • 216 funds tracked by Wall St. Rank held ORIX as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.