Pinnacle Wealth Planning Services, Inc.

Position in IX — Orix Corp

CIK 1726752 MANSFIELD, OH

Position in IX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$406,495

+$88,572 QoQ

Shares Held

10,686

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#150

of 315 holders

Holding Since

Dec 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $490,857 across 5 Financial Conglomerates names. IX ranks #1 (82.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IX	Orix Corp This page	10,686	$406,495
2	HTH	Hilltop Holdings Inc.	1,387	$53,787
3	VOYA	Voya Financial, Inc.	241	$21,817
4	TREE	LendingTree, Inc.	186	$8,237
5	FRHC	Freedom Holding Corp.	4	$521

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$406,495	10,686	+0.8%	Shares	Sole	2026-08-07
2026-03-31	$317,923	10,601	+3.4%	Shares	Sole	2026-05-11
2025-12-31	$299,621	10,254	-2.8%	Shares	Sole	2026-02-13
2025-09-30	$275,435	10,545	+14.1%	Shares	Sole	2025-11-13
2025-06-30	$208,152	9,243	+348.9%	Shares	Sole	2025-08-11
2024-09-30	$238,946	2,059	0.0%	Shares	Sole	2024-11-13
2024-06-30	$229,166	2,059	0.0%	Shares	Sole	2024-08-09
2024-03-31	$226,901	2,059	+67.1%	Shares	Sole	2024-05-10
2020-12-31	$95,270	1,232	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.