Position in IX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$6,282,344
+$1,560,299 QoQ
Shares Held
165,151
+4.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#4
of 94 holders
Holding Since
Mar 2026
2 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, 2026Gradient Investments LLC holds $6,282,344 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
|
165,151 | $6,282,344 |
All Filings in IX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,282,344 | 165,151 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,722,045 | 157,454 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||