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Equibles

WELLS FARGO & COMPANY/MN

Position in IX — Orix Corp

CIK 72971 SAN FRANCISCO, CA
Back to IX Full portfolio

Position in IX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$19,791,449
+$5,995,661 QoQ
Shares Held
520,280
+13.1% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#16
of 319 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

WELLS FARGO & COMPANY/MN holds $28,776,557 across 5 Financial Conglomerates names. IX ranks #1 (68.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IX
Orix Corp
This page 		520,280 $19,791,449
2 VOYA
Voya Financial, Inc.
 76,827 $6,955,147
3 HTH
Hilltop Holdings Inc.
 35,258 $1,367,303
4 RILY
BRC Group Holdings, Inc.
 74,404 $598,207
5 FRHC
Freedom Holding Corp.
 494 $64,451

All Filings in IX

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $19,791,449 520,280
2026-03-31 $13,795,788 460,013
2025-12-31 $3,655,946 125,118
2025-09-30 $3,267,219 125,085
2025-06-30 $16,289,930 723,354
2025-03-31 $14,900,104 713,265
2024-12-31 $16,815,782 158,296
2024-09-30 $20,414,934 175,915
2024-06-30 $24,394,510 219,178
2024-03-31 $24,703,642 224,171
2023-12-31 $30,518,915 326,790
2023-09-30 $30,509,308 324,982
2023-06-30 $29,588,340 324,398
2023-03-31 $26,679,199 325,039
2022-12-31 $26,033,805 323,321
2022-09-30 $23,279,190 329,407
2022-06-30 $20,702,095 245,985
2022-03-31 $25,377,674 254,158
2021-12-31 $20,847,799 204,832
2021-09-30 $20,950,640 221,653
2021-06-30 $20,749,824 245,096
2021-03-31 $24,520,248 289,188
2020-12-31 $22,275,988 288,064
2020-09-30 $17,806,168 284,580
2020-06-30 $16,913,017 274,562
2020-03-31 $1,855,088 31,389