Position in IX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,037,144
+$184,914 QoQ
Shares Held
34,583
+18.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026Focus Partners Wealth holds $1,037,144 across 1 Financial Conglomerates name. IX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
34,583 | $1,037,144 |
All Filings in IX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,037,144 | 34,583 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $852,230 | 29,166 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $208,307 | 7,975 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $229,208 | 10,178 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||