Position in IX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$18,182,937
+$18,163,535 QoQ
Shares Held
606,300
+91210.2% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $20,532,806 across 6 Financial Conglomerates names. IX ranks #1 (88.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
606,300 | $18,182,937 | |
| 2 | VOYA |
Voya Financial, Inc.
|
28,957 | $1,978,341 | |
| 3 | FRHC |
Freedom Holding Corp.
|
1,917 | $277,734 | |
| 4 | TREE |
LendingTree, Inc.
|
1,069 | $45,838 | |
| 5 | RILY |
BRC Group Holdings, Inc.
|
3,816 | $27,933 | |
| 6 | HTH |
Hilltop Holdings Inc.
|
559 | $20,023 |
All Filings in IX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,182,937 | 606,300 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,402 | 664 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,533 | 633 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $12,476 | 554 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $18,383 | 880 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $7,223 | 68 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,856 | 16 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $2,093 | 19 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,774 | 19 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||