Position in IX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,632,761
+$880,185 QoQ
Shares Held
154,477
+20.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026Bank of New York Mellon Corp holds $406,696,028 across 6 Financial Conglomerates names. IX ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
|
5,585,571 | $381,606,200 | |
| 2 | HTH |
Hilltop Holdings Inc.
|
340,850 | $12,209,243 | |
| 3 | FRHC |
Freedom Holding Corp.
|
46,292 | $6,706,782 | |
| 4 | IX |
Orix Corp
This page
|
154,477 | $4,632,761 | |
| 5 | TREE |
LendingTree, Inc.
|
33,437 | $1,433,776 | |
| 6 | RILY |
BRC Group Holdings, Inc.
|
14,654 | $107,266 |
All Filings in IX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,632,761 | 154,477 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $3,752,576 | 128,425 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $3,244,729 | 124,224 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $2,645,174 | 117,459 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $2,359,043 | 112,927 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $2,250,057 | 21,181 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $2,403,046 | 20,707 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,166,008 | 19,461 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $2,014,345 | 18,279 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $1,709,969 | 18,310 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $1,314,976 | 14,007 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $1,216,467 | 13,337 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $1,048,407 | 12,773 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $973,002 | 12,084 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $117,580 | 8,319 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $914,227 | 10,863 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,193,204 | 11,950 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $1,185,327 | 11,646 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,078,281 | 11,408 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $943,532 | 11,145 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $743,690 | 8,771 | Shares | Defined | 2021-05-13 | |
| 2020-09-30 | $551,177 | 8,809 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $473,025 | 7,679 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $562,867 | 9,524 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||