Zions Bancorporation, National Association’s ORIX IX Stock Holding History

Zions Bancorporation, National Association’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	$6.09K	Hold	160	–	–	﹤0.01%	1026
2026 Q1	$4.8K	Hold	160	–	–	﹤0.01%	1012
2025 Q4	$4.67K	Hold	160	–	–	﹤0.01%	903
2025 Q3	$4.18K	Sell	160 -15	-9%	-$372	﹤0.01%	756
2025 Q2	$3.94K	Hold	175	–	–	﹤0.01%	760
2025 Q1	$3.66K	Buy	+175	New	+$3.67K	﹤0.01%	769

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

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 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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Zions Bancorporation, National Association's IX Position: Q2 2026 in Review

Zions Bancorporation, National Association held its ORIX (IX) position steady in Q2 2026 at 160 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Zions Bancorporation, National Association first reported a position in IX in Q1 2025 and has held it in 6 quarters since. 319 funds tracked by Wall St. Rank hold IX as of Q2 2026.

Zions Bancorporation, National Association held 160 shares of ORIX worth $6.09K as of Q2 2026.
Zions Bancorporation, National Association left its ORIX share count unchanged in Q2 2026.
ORIX made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #1026 holding.
Zions Bancorporation, National Association first reported a position in ORIX in Q1 2025 and has held it in 6 quarters since.
319 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.