Position in IX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,227,477
+$97,778 QoQ
Shares Held
74,274
+1.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026Laird Norton Wetherby Trust Company, LLC holds $2,483,950 across 2 Financial Conglomerates names. IX ranks #1 (89.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
74,274 | $2,227,477 | |
| 2 | VOYA |
Voya Financial, Inc.
|
3,754 | $256,473 |
All Filings in IX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,227,477 | 74,274 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,129,699 | 72,885 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $350,008 | 13,400 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $301,768 | 13,400 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $279,926 | 13,400 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||