Global Retirement Partners, LLC

Pension

Position in IX — Orix Corp

CIK 1749744 San Rafael, CA

Position in IX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$795,758

+$197,187 QoQ

Shares Held

20,919

+2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#113

of 315 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Global Retirement Partners, LLC holds $1,656,725 across 4 Financial Conglomerates names. IX ranks #1 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IX	Orix Corp This page	20,919	$795,758
2	RILY	BRC Group Holdings, Inc.	89,289	$717,883
3	VOYA	Voya Financial, Inc.	1,471	$133,169
4	FRHC	Freedom Holding Corp.	76	$9,915

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$795,758	20,919	+2.1%	Shares	Sole	2026-08-06
2025-12-31	$598,571	20,485	+1318.6%	Shares	Sole	2026-02-06
2025-09-30	$37,717	1,444	+58.2%	Shares	Sole	2025-10-21
2025-06-30	$20,560	913	+4972.2%	Shares	Sole	2025-08-12
2024-12-31	$1,912	18	-58.1%	Shares	Sole	2025-01-31
2024-09-30	$4,990	43	-28.3%	Shares	Sole	2024-10-16
2024-06-30	$6,678	60	+33.3%	Shares	Sole	2024-07-23
2024-03-31	$4,959	45	0.0%	Shares	Sole	2024-04-23
2023-12-31	$4,202	45	0.0%	Shares	Sole	2024-01-18
2023-09-30	$4,224	45	+12.5%	Shares	Sole	2023-10-13
2023-06-30	$3,648	40	0.0%	Shares	Sole	2023-07-20
2023-03-31	$3,283	40	-36.5%	Shares	Sole	2023-05-08
2022-12-31	$5,072	63	-7.4%	Shares	Sole	2023-02-13
2022-09-30	$4,805	68	+19.3%	Shares	Sole	2022-11-03
2022-06-30	$4,797	57	+5.6%	Shares	Sole	2022-07-15
2022-03-31	$5,391	54	-3.6%	Shares	Sole	2022-07-14
2021-12-31	$5,699	56	0.0%	Shares	Sole	2022-01-21
2021-09-30	$5,293	56	-8.2%	Shares	Sole	2021-10-22
2020-03-31	$3,605	61	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.