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

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 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. 113 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.
113 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.