Position in IX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,760,562
+$694,371 QoQ
Shares Held
72,570
+5.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#55
of 319 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026&PARTNERS holds $3,460,630 across 2 Financial Conglomerates names. IX ranks #1 (79.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
72,570 | $2,760,562 | |
| 2 | VOYA |
Voya Financial, Inc.
|
7,733 | $700,068 |
All Filings in IX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,760,562 | 72,570 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,066,191 | 68,896 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,811,055 | 61,980 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,430,723 | 54,775 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,495,102 | 66,390 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,041,053 | 49,835 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $749,771 | 7,058 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $484,740 | 4,177 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $202,677 | 1,821 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||