Position in IX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,174,789
+$309,878 QoQ
Shares Held
30,883
+7.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#13
of 94 holders
Holding Since
Sep 2023
11 quarters on record
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026PARK AVENUE SECURITIES LLC holds $1,882,914 across 2 Financial Conglomerates names. IX ranks #1 (62.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
30,883 | $1,174,789 | |
| 2 | VOYA |
Voya Financial, Inc.
|
7,822 | $708,125 |
All Filings in IX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,174,789 | 30,883 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $864,911 | 28,840 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $537,589 | 18,398 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $457,726 | 17,524 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $398,086 | 17,677 | Shares | Sole | 2025-07-14 | |
| 2024-12-31 | $367,555 | 3,460 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $307,416 | 2,649 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $344,250 | 3,093 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $312,417 | 2,835 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $257,569 | 2,758 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $244,839 | 2,608 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||