Position in IX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$13,795,788
+$10,139,842 QoQ
Shares Held
460,013
+267.7% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026WELLS FARGO & COMPANY/MN holds $19,617,586 across 6 Financial Conglomerates names. IX ranks #1 (70.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
460,013 | $13,795,788 | |
| 2 | VOYA |
Voya Financial, Inc.
|
61,561 | $4,205,847 | |
| 3 | HTH |
Hilltop Holdings Inc.
|
16,584 | $594,037 | |
| 4 | TREE |
LendingTree, Inc.
|
12,445 | $533,640 | |
| 5 | RILY |
BRC Group Holdings, Inc.
|
57,006 | $417,283 | |
| 6 | FRHC |
Freedom Holding Corp.
|
490 | $70,991 |
All Filings in IX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,795,788 | 460,013 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $3,655,946 | 125,118 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,267,219 | 125,085 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $16,289,930 | 723,354 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,900,104 | 713,265 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $16,815,782 | 158,296 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $20,414,934 | 175,915 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $24,394,510 | 219,178 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $24,703,642 | 224,171 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $30,518,915 | 326,790 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $30,509,308 | 324,982 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $29,588,340 | 324,398 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $26,679,199 | 325,039 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $26,033,805 | 323,321 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $23,279,190 | 329,407 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,702,095 | 245,985 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $25,377,674 | 254,158 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $20,847,799 | 204,832 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $20,950,640 | 221,653 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $20,749,824 | 245,096 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $24,520,248 | 289,188 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $22,275,988 | 288,064 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $17,806,168 | 284,580 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $16,913,017 | 274,562 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,855,088 | 31,389 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||