Position in IX
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$3,121,869
+$822,635 QoQ
Shares Held
104,097
+32.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $3,762,983 across 2 Financial Conglomerates names. IX ranks #1 (83.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
104,097 | $3,121,869 | |
| 2 | VOYA |
Voya Financial, Inc.
|
9,384 | $641,114 |
All Filings in IX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,121,869 | 104,097 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,299,234 | 78,687 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,032,031 | 77,796 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,736,719 | 77,119 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,742,727 | 83,424 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,874,003 | 17,641 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,105,843 | 18,146 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,817,306 | 16,328 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,848,935 | 16,778 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,535,331 | 16,440 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,536,721 | 16,369 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,494,840 | 16,389 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,425,647 | 17,369 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,769,668 | 21,978 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $945,917 | 13,385 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,403,620 | 16,678 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,810,580 | 18,133 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,647,105 | 16,183 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,158,909 | 12,261 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $849,224 | 10,031 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $651,780 | 7,687 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||