Position in IX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$4,898,566
+$796,020 QoQ
Shares Held
163,340
+16.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026Calamos Wealth Management LLC holds $4,898,566 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
|
163,340 | $4,898,566 |
All Filings in IX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,898,566 | 163,340 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,102,546 | 140,402 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||