Position in IX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$935,365
+$154,876 QoQ
Shares Held
24,589
-5.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#19
of 94 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $1,633,351 across 2 Financial Conglomerates names. IX ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
24,589 | $935,365 | |
| 2 | VOYA |
Voya Financial, Inc.
|
7,710 | $697,986 |
All Filings in IX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $935,365 | 24,589 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $780,489 | 26,025 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $214,708 | 7,348 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||