Position in IX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,699,626
+$130,872 QoQ
Shares Held
123,362
+1.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 87%
Shared 1%
None 12%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026Pathstone Holdings, LLC holds $4,507,987 across 2 Financial Conglomerates names. IX ranks #1 (82.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
123,362 | $3,699,626 | |
| 2 | VOYA |
Voya Financial, Inc.
|
11,832 | $808,361 |
All Filings in IX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,699,626 | 123,362 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,568,754 | 122,134 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,064,396 | 117,320 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,518,725 | 111,844 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,481,313 | 118,780 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,926,423 | 27,548 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,203,328 | 27,603 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $3,142,554 | 28,235 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,864,207 | 25,991 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,357,889 | 14,540 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||