Position in IX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,002,842
+$603,481 QoQ
Shares Held
52,651
+12.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 315 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026PNC FINANCIAL SERVICES GROUP, INC. holds $2,623,514 across 6 Financial Conglomerates names. IX ranks #1 (76.3% of the industry book) .
All Filings in IX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,002,842 | 52,651 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,399,361 | 46,661 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,287,430 | 44,060 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $1,067,470 | 40,868 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $868,616 | 38,571 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $717,485 | 34,346 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $733,834 | 6,908 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $777,184 | 6,697 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $734,578 | 6,600 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $813,165 | 7,379 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $685,760 | 7,343 | Shares | Defined | 2024-03-22 | |
| 2023-09-30 | $685,511 | 7,302 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $646,586 | 7,089 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $502,164 | 6,118 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $497,289 | 6,176 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $375,609 | 5,315 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $401,357 | 4,769 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $506,837 | 5,076 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $513,376 | 5,044 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $458,043 | 4,846 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $415,509 | 4,908 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $399,020 | 4,706 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $370,410 | 4,790 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $284,692 | 4,550 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $233,030 | 3,783 | Shares | Defined | 2020-08-28 | |
| 2020-03-31 | $371,087 | 6,279 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||