Position in IX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$983,311
+$342,225 QoQ
Shares Held
32,788
+49.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $2,128,622 across 3 Financial Conglomerates names. IX ranks #1 (46.2% of the industry book) .
All Filings in IX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $983,311 | 32,788 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $641,086 | 21,940 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $551,575 | 21,117 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $356,874 | 15,847 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $294,443 | 14,095 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $352,257 | 3,316 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $412,441 | 3,554 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $330,226 | 2,967 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $292,470 | 2,654 | Shares | Defined | 2024-11-14 | |
| 2020-09-30 | $384,930 | 6,152 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $325,641 | 5,510 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||