EverSource Wealth Advisors, LLC

Position in IX — Orix Corp

CIK 1710537 BIRMINGHAM, AL

Position in IX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$80,032

-$67,484 QoQ

Shares Held

2,104

-57.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#207

of 315 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $242,473 across 5 Financial Conglomerates names. IX ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VOYA	Voya Financial, Inc.	984	$89,078
2	IX	Orix Corp This page	2,104	$80,032
3	HTH	Hilltop Holdings Inc.	1,434	$55,608
4	TREE	LendingTree, Inc.	242	$10,716
5	FRHC	Freedom Holding Corp.	54	$7,039

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,032	2,104	-57.2%	Shares	Sole	2026-07-24
2026-03-31	$147,516	4,919	+2.5%	Shares	Sole	2026-05-18
2025-12-31	$140,222	4,799	-14.3%	Shares	Sole	2026-02-06
2025-09-30	$146,192	5,597	-12.1%	Shares	Sole	2025-11-10
2025-06-30	$143,315	6,364	+611.9%	Shares	Sole	2025-08-13
2025-03-31	$18,674	894	+351.5%	Shares	Sole	2025-05-13
2024-12-31	$21,032	198	-67.4%	Shares	Sole	2025-02-10
2024-09-30	$70,439	607	+19.5%	Shares	Sole	2024-11-08
2024-06-30	$56,540	508	+12.1%	Shares	Sole	2024-08-13
2024-03-31	$49,918	453	+44.7%	Shares	Sole	2024-06-11
2023-12-31	$29,229	313	+24.7%	Shares	Sole	2024-02-09
2023-09-30	$23,561	251	+10.1%	Shares	Sole	2023-11-03
2023-06-30	$20,794	228	+26.7%	Shares	Sole	2023-08-04
2023-03-31	$14,773	180	+16.9%	Shares	Sole	2023-05-11
2022-12-31	$12,399	154	-44.8%	Shares	Sole	2023-02-09
2022-09-30	$19,716	279	+22.4%	Shares	Sole	2022-11-07
2022-06-30	$19,188	228	0.0%	Shares	Sole	2022-08-01
2022-03-31	$22,765	228	0.0%	Shares	Sole	2022-05-25
2021-12-31	$23,205	228	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.