Position in IX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$86,787,817
+$2,978,140 QoQ
Shares Held
2,893,892
+0.9% QoQ
Ownership
0.265%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $118,590,656 across 6 Financial Conglomerates names. IX ranks #1 (73.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
2,893,892 | $86,787,817 | |
| 2 | VOYA |
Voya Financial, Inc.
|
212,488 | $14,517,179 | |
| 3 | HTH |
Hilltop Holdings Inc.
|
211,095 | $7,561,422 | |
| 4 | FRHC |
Freedom Holding Corp.
|
40,070 | $5,805,341 | |
| 5 | TREE |
LendingTree, Inc.
|
82,203 | $3,524,863 | |
| 6 | RILY |
BRC Group Holdings, Inc.
|
53,830 | $394,034 |
All Filings in IX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,787,817 | 2,893,892 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $83,809,677 | 2,868,230 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $62,042,258 | 2,375,278 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $53,010,905 | 2,353,948 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $47,095,082 | 2,254,432 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $45,123,314 | 424,770 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $48,679,375 | 419,469 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $52,639,667 | 472,953 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $51,798,185 | 470,038 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $43,098,830 | 461,493 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $44,096,747 | 469,714 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $25,139,661 | 275,624 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,457,459 | 90,856 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,121,187 | 88,440 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $7,288,335 | 103,132 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,675,715 | 103,086 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,155,539 | 107,939 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $11,075,494 | 108,818 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $8,391,483 | 88,780 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,707,529 | 91,041 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $9,971,471 | 117,602 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $8,837,501 | 114,283 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $7,429,997 | 118,747 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,956,425 | 112,929 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,946,549 | 83,698 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||