Steward Partners Investment Advisory, LLC

Position in IX — Orix Corp

CIK 1723397 STAMFORD, CT

Position in IX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$17,688

+$7,372 QoQ

Shares Held

465

+35.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#236

of 315 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $606,764 across 5 Financial Conglomerates names. IX ranks #3 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RILY	BRC Group Holdings, Inc.	46,095	$370,603
2	VOYA	Voya Financial, Inc.	2,290	$207,313
3	IX	Orix Corp This page	465	$17,688
4	TREE	LendingTree, Inc.	231	$10,230
5	HTH	Hilltop Holdings Inc.	24	$930

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,688	465	+35.2%	Shares	Sole	2026-08-13
2026-03-31	$10,316	344	+32.3%	Shares	Sole	2026-05-08
2025-12-31	$7,597	260	0.0%	Shares	Sole	2026-02-12
2025-09-30	$6,791	260	0.0%	Shares	Sole	2025-11-12
2025-06-30	$5,855	260	-26.8%	Shares	Sole	2025-08-12
2025-03-31	$7,415	355	+379.7%	Shares	Sole	2025-05-13
2024-12-31	$7,861	74	0.0%	Shares	Sole	2025-02-06
2024-09-30	$8,587	74	0.0%	Shares	Sole	2024-11-14
2024-06-30	$8,236	74	-44.8%	Shares	Sole	2024-08-08
2024-03-31	$14,766	134	+81.1%	Shares	Sole	2024-05-15
2023-12-31	$6,910	74	0.0%	Shares	Sole	2024-02-12
2023-09-30	$6,947	74	0.0%	Shares	Sole	2023-11-13
2023-06-30	$6,749	74	0.0%	Shares	Sole	2023-08-14
2023-03-31	$6,073	74	0.0%	Shares	Sole	2023-05-15
2022-12-31	$5,958	74	0.0%	Shares	Sole	2023-02-15
2022-09-30	$5,229	74	0.0%	Shares	Sole	2022-11-10
2022-06-30	$6,227	74	0.0%	Shares	Sole	2022-08-04
2022-03-31	$7,388	74	-71.5%	Shares	Sole	2022-05-02
2021-12-31	$26,462	260	0.0%	Shares	Sole	2022-02-08
2021-09-30	$24,575	260	0.0%	Shares	Sole	2021-11-12
2021-06-30	$22,011	260	0.0%	Shares	Sole	2021-08-13
2021-03-31	$22,045	260	0.0%	Shares	Sole	2021-05-14
2020-12-31	$20,105	260	0.0%	Shares	Sole	2021-02-11
2020-09-30	$16,268	260	-5.8%	Shares	Sole	2020-10-30
2020-06-30	$17,001	276	-16.1%	Shares	Sole	2020-08-06
2020-03-31	$19,443	329	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.