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Equibles

BANK OF AMERICA CORP /DE/

Bank

Position in IX — Orix Corp

CIK 70858 CHARLOTTE, NC
Back to IX Full portfolio

Position in IX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$122,702,165
+$35,914,348 QoQ
Shares Held
3,225,609
+11.5% QoQ
Ownership
0.310%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3
of 319 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

BANK OF AMERICA CORP /DE/ holds $166,656,172 across 5 Financial Conglomerates names. IX ranks #1 (73.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IX
Orix Corp
This page 		3,225,609 $122,702,165
2 VOYA
Voya Financial, Inc.
 376,234 $34,060,461
3 FRHC
Freedom Holding Corp.
 42,745 $5,576,939
4 HTH
Hilltop Holdings Inc.
 104,879 $4,067,207
5 RILY
BRC Group Holdings, Inc.
 31,020 $249,400

All Filings in IX

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $122,702,165 3,225,609
2026-03-31 $86,787,817 2,893,892
2025-12-31 $83,809,677 2,868,230
2025-09-30 $62,042,258 2,375,278
2025-06-30 $53,010,905 2,353,948
2025-03-31 $47,095,082 2,254,432
2024-12-31 $45,123,314 424,770
2024-09-30 $48,679,375 419,469
2024-06-30 $52,639,667 472,953
2024-03-31 $51,798,185 470,038
2023-12-31 $43,098,830 461,493
2023-09-30 $44,096,747 469,714
2023-06-30 $25,139,661 275,624
2023-03-31 $7,457,459 90,856
2022-12-31 $7,121,187 88,440
2022-09-30 $7,288,335 103,132
2022-06-30 $8,675,715 103,086
2022-03-31 $10,777,706 107,939
2021-12-31 $11,075,494 108,818
2021-09-30 $8,391,483 88,780
2021-06-30 $7,707,529 91,041
2021-03-31 $9,971,471 117,602
2020-12-31 $8,837,501 114,283
2020-09-30 $7,429,997 118,747
2020-06-30 $6,956,425 112,929
2020-03-31 $4,946,549 83,698