Orion Porfolio Solutions, LLC

Position in IX — Orix Corp

CIK 1360533 OMAHA, NE

Position in IX

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$2,895,264

+$1,310,810 QoQ

Shares Held

96,541

+78.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Financial Services · as of Mar 31, 2026

Orion Porfolio Solutions, LLC holds $4,480,902 across 2 Financial Conglomerates names. IX ranks #1 (64.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IX	Orix Corp This page	96,541	$2,895,264
2	VOYA	Voya Financial, Inc.	23,209	$1,585,638

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,895,264	96,541	+78.0%	Shares	Sole	2026-05-13
2025-12-31	$1,584,454	54,225	+3.5%	Shares	Sole	2026-02-12
2025-09-30	$1,368,792	52,404	-6.9%	Shares	Sole	2025-11-12
2025-06-30	$1,267,087	56,265	+31.9%	Shares	Sole	2025-08-27
2025-03-31	$891,230	42,663	+275.8%	Shares	Sole	2025-08-01
2024-12-31	$1,206,029	11,353	+38.7%	Shares	Sole	2025-08-01
2024-09-30	$949,637	8,183	+1.7%	Shares	Sole	2025-07-31
2024-06-30	$895,853	8,049	-4.1%	Shares	Sole	2025-07-31
2024-03-31	$924,578	8,390	-0.7%	Shares	Sole	2025-07-31
2023-12-31	$788,958	8,448	-1.3%	Shares	Sole	2025-07-31
2023-09-30	$803,425	8,558	-2.4%	Shares	Sole	2025-07-31
2023-06-30	$799,729	8,768	-3.5%	Shares	Sole	2025-07-31
2023-03-31	$745,532	9,083	+5.5%	Shares	Sole	2025-07-31
2022-12-31	$693,196	8,609	+13.8%	Shares	Sole	2023-02-06
2022-09-30	$534,547	7,564	+5.5%	Shares	Sole	2022-11-01
2022-06-30	$603,595	7,172	+17.5%	Shares	Sole	2022-07-18
2022-03-31	$609,584	6,105	+1.8%	Shares	Sole	2022-05-16
2021-12-31	$610,578	5,999	+1.2%	Shares	Sole	2022-02-08
2021-09-30	$560,503	5,930	0.0%	Shares	Sole	2021-11-08
2021-06-30	$502,033	5,930	—	Shares	Sole	2021-08-03
No filing history on record for this holder in this stock.