Position in IX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,430,666
+$1,105,029 QoQ
Shares Held
142,762
-1.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#5
of 94 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Crossmark Global Holdings, Inc. holds $6,028,707 across 2 Financial Conglomerates names. IX ranks #1 (90.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
142,762 | $5,430,666 | |
| 2 | VOYA |
Voya Financial, Inc.
|
6,606 | $598,041 |
All Filings in IX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,430,666 | 142,762 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,325,637 | 144,236 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,520,542 | 120,484 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,503,762 | 134,141 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,020,607 | 134,130 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,806,341 | 134,339 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,484,981 | 32,806 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,333,187 | 28,722 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,101,677 | 18,883 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,110,770 | 19,154 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,959,788 | 20,985 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,855,444 | 19,764 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,849,373 | 20,276 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,709,643 | 20,829 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,599,207 | 19,861 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,550,852 | 21,945 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,743,121 | 20,712 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,057,708 | 20,608 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $13,906,404 | 136,632 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $13,425,715 | 142,041 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $11,526,459 | 136,150 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,779,402 | 20,986 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,916,469 | 24,783 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,604,482 | 25,643 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,617,616 | 26,260 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $9,523,905 | 161,149 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||