Position in IX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$984,511
+$219,152 QoQ
Shares Held
32,828
+25.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026Strategic Global Advisors, LLC holds $984,511 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
|
32,828 | $984,511 |
All Filings in IX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $984,511 | 32,828 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $765,359 | 26,193 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $606,637 | 23,225 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $661,525 | 29,375 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $472,197 | 22,604 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $490,995 | 4,622 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $535,106 | 4,611 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $321,434 | 2,888 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $625,164 | 5,673 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $535,778 | 5,737 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $661,854 | 7,050 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $685,351 | 7,514 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $628,814 | 7,661 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $644,160 | 8,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $567,692 | 8,033 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $644,665 | 7,660 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $776,533 | 7,777 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $779,431 | 7,658 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,920,573 | 30,899 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,622,089 | 30,972 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,201,487 | 25,964 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,002,615 | 25,897 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,480,531 | 23,662 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,467,496 | 23,823 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $663,515 | 11,227 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||