Position in IX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,380,852
+$259,976 QoQ
Shares Held
36,300
-2.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#10
of 94 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026GREENLEAF TRUST holds $1,730,026 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
|
36,300 | $1,380,852 | |
| 2 | VOYA |
Voya Financial, Inc.
|
3,857 | $349,174 |
All Filings in IX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,380,852 | 36,300 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $1,120,876 | 37,375 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,092,097 | 37,375 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $977,854 | 37,437 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $834,028 | 37,035 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $913,937 | 43,750 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $929,512 | 8,750 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $1,015,437 | 8,750 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $973,875 | 8,750 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $964,250 | 8,750 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $817,162 | 8,750 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $958,608 | 10,211 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $940,831 | 10,315 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $850,020 | 10,356 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $833,865 | 10,356 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $735,816 | 10,412 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $883,932 | 10,503 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,049,024 | 10,506 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $1,253,217 | 12,313 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,207,020 | 12,770 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,088,388 | 12,856 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,077,256 | 12,705 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $988,741 | 12,786 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $772,551 | 12,347 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $700,700 | 11,375 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $624,214 | 10,562 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||