Position in IX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,284,464
+$5,753,801 QoQ
Shares Held
209,552
+1053.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $18,287,371 across 4 Financial Conglomerates names. IX ranks #2 (34.4% of the industry book) .
All Filings in IX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,284,464 | 209,552 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $530,663 | 18,161 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $485,465 | 18,586 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $386,375 | 17,157 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $348,862 | 16,700 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $312,422 | 2,941 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||