Position in IX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,602
+$2,605 QoQ
Shares Held
305
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#246
of 320 holders
Holding Since
Jun 2023
13 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, 2026GW&K Investment Management, LLC holds $87,295,015 across 2 Financial Conglomerates names. IX ranks #2 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
|
964,138 | $87,283,413 | |
| 2 | IX |
Orix Corp
This page
|
305 | $11,602 |
All Filings in IX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,602 | 305 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,997 | 300 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,743 | 265 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,921 | 265 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,967 | 265 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,535 | 265 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,630 | 53 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,150 | 53 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,898 | 53 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,840 | 53 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,147 | 23 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,159 | 23 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,097 | 23 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||