Position in IX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,185,136
+$631,011 QoQ
Shares Held
31,155
+68.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#86
of 315 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 74%
Shared 12%
None 14%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Savant Capital, LLC holds $1,476,345 across 2 Financial Conglomerates names. IX ranks #1 (80.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
31,155 | $1,185,136 | |
| 2 | FRHC |
Freedom Holding Corp.
|
2,232 | $291,209 |
All Filings in IX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,185,136 | 31,155 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $554,125 | 18,477 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $445,780 | 15,256 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $347,500 | 13,304 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $301,295 | 13,379 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||