Transamerica Financial Advisors, LLC

Position in IX — Orix Corp

CIK 1502149 CEDAR RAPIDS, IA

Position in IX

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$95,404

+$53,958 QoQ

Shares Held

2,508

+81.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#205

of 315 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Transamerica Financial Advisors, LLC holds $98,061 across 4 Financial Conglomerates names. IX ranks #1 (97.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IX	Orix Corp This page	2,508	$95,404
2	FRHC	Freedom Holding Corp.	9	$1,174
3	HTH	Hilltop Holdings Inc.	28	$1,085
4	TREE	LendingTree, Inc.	9	$398

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$95,404	2,508	+81.5%	Shares	Sole	2026-08-17
2026-03-31	$41,446	1,382	+1742.7%	Shares	Sole	2026-05-15
2025-12-31	$2,191	75	+13.6%	Shares	Sole	2026-02-13
2025-09-30	$1,723	66	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.