Allworth Financial LP

Position in IX — Orix Corp

CIK 1555170 FOLSOM, CA

Position in IX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$70,374

+$19,901 QoQ

Shares Held

1,850

+9.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#209

of 315 holders

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Allworth Financial LP holds $269,517 across 6 Financial Conglomerates names. IX ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VOYA	Voya Financial, Inc.	1,036	$93,789
2	IX	Orix Corp This page	1,850	$70,374
3	HTH	Hilltop Holdings Inc.	1,682	$65,227
4	TREE	LendingTree, Inc.	438	$19,399
5	FRHC	Freedom Holding Corp.	137	$17,874
6	RILY	BRC Group Holdings, Inc.	355	$2,854

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,374	1,850	+9.9%	Shares	Sole	2026-08-11
2026-03-31	$50,473	1,683	+62.9%	Shares	Sole	2026-05-15
2025-12-31	$30,184	1,033	+16.9%	Shares	Sole	2026-02-05
2025-09-30	$23,090	884	+44.0%	Shares	Sole	2025-12-02
2025-06-30	$13,827	614	0.0%	Shares	Sole	2025-08-07
2025-03-31	$12,826	614	+332.4%	Shares	Sole	2025-04-30
2024-12-31	$15,084	142	+19.3%	Shares	Sole	2025-01-30
2024-09-30	$13,809	119	-9.8%	Shares	Sole	2024-10-23
2024-06-30	$14,691	132	+238.5%	Shares	Sole	2024-07-24
2024-03-31	$4,297	39	-2.5%	Shares	Sole	2024-04-25
2023-12-31	$3,735	40	+81.8%	Shares	Sole	2024-01-24
2023-09-30	$2,065	22	-40.5%	Shares	Sole	2023-10-31
2022-09-30	$2,614	37	-37.3%	Shares	Sole	2022-11-14
2022-06-30	$4,965	59	—	Shares	Sole	2022-07-13
No filing history on record for this holder in this stock.