Position in IX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,729,458
+$1,479,685 QoQ
Shares Held
291,079
+17.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $10,997,818 across 2 Financial Conglomerates names. IX ranks #1 (79.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
291,079 | $8,729,458 | |
| 2 | VOYA |
Voya Financial, Inc.
|
33,202 | $2,268,360 |
All Filings in IX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,729,458 | 291,079 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $7,249,773 | 248,110 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $6,203,055 | 237,483 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,171,109 | 229,623 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,063,150 | 242,372 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,255,303 | 49,471 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,163,066 | 53,107 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,716,367 | 51,360 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,444,009 | 67,550 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $6,717,729 | 71,932 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $7,642,207 | 81,404 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $7,736,979 | 84,826 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $6,726,291 | 81,948 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,647,708 | 94,979 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $6,356,765 | 89,950 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $8,479,540 | 100,755 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $9,359,139 | 93,732 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,309,838 | 71,820 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,427,054 | 57,417 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,212,427 | 49,757 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,724,400 | 43,925 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,611,279 | 33,768 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,680,880 | 26,864 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,076,706 | 17,479 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $278,242 | 4,708 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||