Position in IX
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$4,814,653
New position
Shares Held
160,542
first reported quarter
Ownership
0.015%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 100%
None 0%
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $6,198,816 across 2 Financial Conglomerates names. IX ranks #1 (77.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
160,542 | $4,814,653 | |
| 2 | VOYA |
Voya Financial, Inc.
|
20,260 | $1,384,163 |
All Filings in IX
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,814,653 | 160,542 | Shares | Other | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||