Position in IX
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,533,958
+$39,122 QoQ
Shares Held
51,149
-0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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, 2026Ativo Capital Management LLC holds $1,533,958 across 1 Financial Conglomerates name. IX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
51,149 | $1,533,958 |
All Filings in IX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,533,958 | 51,149 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,494,836 | 51,158 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,424,872 | 54,551 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,257,809 | 55,853 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,204,371 | 57,653 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,235,348 | 11,629 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,372,755 | 11,829 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,323,357 | 11,890 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,321,187 | 11,989 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $494,967 | 5,300 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $497,564 | 5,300 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $483,413 | 5,300 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $435,024 | 5,300 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $426,756 | 5,300 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $374,551 | 5,300 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $446,721 | 5,308 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $530,003 | 5,308 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||