Position in IX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,039,503
-$1,259,865 QoQ
Shares Held
134,695
-25.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026Vanguard Personalized Indexing Management, LLC holds $4,592,690 across 2 Financial Conglomerates names. IX ranks #1 (88.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
134,695 | $4,039,503 | |
| 2 | VOYA |
Voya Financial, Inc.
|
8,097 | $553,187 |
All Filings in IX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,039,503 | 134,695 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,299,368 | 181,361 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,429,538 | 207,869 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,086,411 | 181,457 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,254,996 | 155,816 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,057,299 | 28,780 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,328,197 | 28,679 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,666,302 | 23,956 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,184,715 | 19,825 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,167,561 | 12,502 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $936,546 | 9,976 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $865,582 | 9,490 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $644,984 | 7,858 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $581,676 | 7,224 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $505,361 | 7,151 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $680,433 | 8,085 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $660,108 | 6,611 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $627,168 | 6,162 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $420,330 | 4,447 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $291,823 | 3,447 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $376,976 | 4,446 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $378,607 | 4,896 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $262,230 | 4,191 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $243,320 | 3,950 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||