Position in IX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$818,815
-$275,929 QoQ
Shares Held
27,303
+153.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,266,105 across 2 Financial Conglomerates names. IX ranks #1 (64.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
27,303 | $818,815 | |
| 2 | VOYA |
Voya Financial, Inc.
|
6,547 | $447,290 |
All Filings in IX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $818,815 | 27,303 | Shares | Defined | 2026-05-12 | |
| 2021-12-31 | $1,094,744 | 10,756 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $970,247 | 10,265 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $851,424 | 10,057 | Shares | Defined | 2021-08-13 | |
| 2020-09-30 | $2,361,015 | 37,734 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,386,259 | 38,738 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,938,510 | 49,721 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||