SIGNATUREFD, LLC

Position in IX — Orix Corp

CIK 1456048 ATLANTA, GA

Position in IX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$631,692

+$133,589 QoQ

Shares Held

16,606

-0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#120

of 315 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SIGNATUREFD, LLC holds $960,474 across 5 Financial Conglomerates names. IX ranks #1 (65.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IX	Orix Corp This page	16,606	$631,692
2	VOYA	Voya Financial, Inc.	2,227	$201,610
3	FRHC	Freedom Holding Corp.	428	$55,841
4	HTH	Hilltop Holdings Inc.	1,370	$53,128
5	TREE	LendingTree, Inc.	411	$18,203

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$631,692	16,606	-0.0%	Shares	Sole	2026-07-24
2026-03-31	$498,103	16,609	-0.8%	Shares	Sole	2026-04-07
2025-12-31	$489,288	16,745	-0.0%	Shares	Sole	2026-01-20
2025-09-30	$437,510	16,750	0.0%	Shares	Sole	2025-10-21
2025-06-30	$377,210	16,750	-7.7%	Shares	Sole	2025-07-16
2025-03-31	$379,278	18,156	+400.6%	Shares	Sole	2025-05-02
2024-12-31	$385,296	3,627	-10.9%	Shares	Sole	2025-02-10
2024-09-30	$472,323	4,070	-0.7%	Shares	Sole	2024-10-21
2024-06-30	$456,218	4,099	-0.2%	Shares	Sole	2024-07-29
2024-03-31	$452,701	4,108	-6.0%	Shares	Sole	2024-05-03
2023-12-31	$407,927	4,368	-0.5%	Shares	Sole	2024-02-01
2023-09-30	$412,039	4,389	-0.9%	Shares	Sole	2023-11-03
2023-06-30	$403,969	4,429	-1.7%	Shares	Sole	2023-08-01
2023-03-31	$369,770	4,505	-1.7%	Shares	Sole	2023-04-28
2022-12-31	$369,023	4,583	-24.4%	Shares	Sole	2023-01-30
2022-09-30	$428,613	6,065	-11.6%	Shares	Sole	2022-11-08
2022-06-30	$577,169	6,858	+8.3%	Shares	Sole	2022-08-10
2022-03-31	$632,549	6,335	-1.8%	Shares	Sole	2022-05-02
2021-12-31	$656,277	6,448	+4.9%	Shares	Sole	2022-01-25
2021-09-30	$580,825	6,145	+14.8%	Shares	Sole	2021-10-28
2021-06-30	$453,354	5,355	+10.7%	Shares	Sole	2021-07-26
2021-03-31	$410,298	4,839	+2.9%	Shares	Sole	2021-04-30
2020-12-31	$363,760	4,704	+8.2%	Shares	Sole	2021-02-11
2020-09-30	$271,991	4,347	+21.1%	Shares	Sole	2020-11-03
2020-06-30	$221,082	3,589	-28.0%	Shares	Sole	2020-07-30
2020-03-31	$294,554	4,984	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.