Position in IX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$6,329,665
+$1,732,109 QoQ
Shares Held
166,395
+8.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2
of 94 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026QRG CAPITAL MANAGEMENT, INC. holds $6,873,205 across 2 Financial Conglomerates names. IX ranks #1 (92.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
166,395 | $6,329,665 | |
| 2 | HTH |
Hilltop Holdings Inc.
|
14,016 | $543,540 |
All Filings in IX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,329,665 | 166,395 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,597,556 | 153,303 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,643,996 | 124,709 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,029,188 | 115,972 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $5,633,986 | 250,177 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $5,161,605 | 247,085 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,800,901 | 54,607 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,200,435 | 53,429 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,871,854 | 52,757 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,719,269 | 51,899 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,618,602 | 49,455 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,611,948 | 49,126 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||