Position in IX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,058,790
+$2,490,765 QoQ
Shares Held
106,698
+104.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#6
of 101 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026BTC Capital Management, Inc. holds $4,058,790 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
|
106,698 | $4,058,790 |
All Filings in IX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,058,790 | 106,698 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $1,568,025 | 52,285 | Shares | Defined | 2026-04-20 | |
| 2025-12-31 | $2,478,322 | 84,816 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $2,850,500 | 109,131 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $2,285,711 | 101,497 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $2,039,239 | 97,618 | Shares | Defined | 2025-04-08 | |
| 2024-12-31 | $1,767,773 | 16,641 | Shares | Defined | 2025-01-23 | |
| 2024-09-30 | $1,723,341 | 14,850 | Shares | Defined | 2024-10-21 | |
| 2024-06-30 | $1,565,100 | 14,062 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $1,639,334 | 14,876 | Shares | Defined | 2024-04-11 | |
| 2023-09-30 | $1,403,974 | 14,955 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 | $1,341,150 | 14,704 | Shares | Defined | 2023-07-11 | |
| 2023-03-31 | $1,229,721 | 14,982 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,314,005 | 16,319 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,102,732 | 15,604 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $1,076,405 | 12,790 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $1,332,796 | 13,348 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $1,791,633 | 17,603 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,597,481 | 16,901 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,438,033 | 16,986 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $1,411,158 | 16,643 | Shares | Defined | 2021-05-04 | |
| 2020-12-31 | $1,305,329 | 16,880 | Shares | Defined | 2021-01-28 | |
| 2020-09-30 | $670,686 | 10,719 | Shares | Defined | 2020-10-14 | |
| 2020-06-30 | $633,740 | 10,288 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $562,868 | 9,524 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||