Position in IX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,784,244
+$629,219 QoQ
Shares Held
159,528
+12.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 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 Mar 31, 2026SEI INVESTMENTS CO holds $23,896,727 across 4 Financial Conglomerates names. IX ranks #2 (20.0% of the industry book) .
All Filings in IX
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,784,244 | 159,528 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,155,025 | 142,198 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,505,748 | 134,217 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,841,978 | 126,198 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,518,874 | 120,578 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,413,014 | 22,715 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,593,485 | 22,348 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,300,904 | 20,673 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,145,924 | 19,473 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,493,212 | 15,989 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,308,687 | 13,940 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,041,800 | 11,422 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $831,634 | 10,132 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $640,939 | 7,960 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $528,823 | 7,483 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $518,593 | 6,162 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $618,870 | 6,198 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $434,091 | 4,265 | Shares | Sole | 2022-02-14 | |
| 2020-06-30 | $222,437 | 3,611 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $319,494 | 5,406 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||