Position in IX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,185,935
+$219,028 QoQ
Shares Held
31,176
-3.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#85
of 319 holders
Holding Since
Jun 2024
8 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, 2026Caprock Group, LLC holds $2,121,743 across 2 Financial Conglomerates names. IX ranks #1 (55.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
31,176 | $1,185,935 | |
| 2 | VOYA |
Voya Financial, Inc.
|
10,337 | $935,808 |
All Filings in IX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,185,935 | 31,176 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $966,907 | 32,241 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $817,487 | 27,977 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $663,709 | 25,410 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $494,570 | 23,675 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $469,430 | 4,419 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $495,649 | 4,271 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $441,972 | 3,971 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||