Position in IX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,331,825
+$1,111,361 QoQ
Shares Held
44,409
+488.6% QoQ
Ownership
0.004%
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 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, 2026CITIGROUP INC holds $5,061,240 across 6 Financial Conglomerates names. IX ranks #3 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
|
26,422 | $1,805,151 | |
| 2 | HTH |
Hilltop Holdings Inc.
|
44,761 | $1,603,338 | |
| 3 | IX |
Orix Corp
This page
|
44,409 | $1,331,825 | |
| 4 | TREE |
LendingTree, Inc.
|
3,608 | $154,710 | |
| 5 | FRHC |
Freedom Holding Corp.
|
1,063 | $154,007 | |
| 6 | RILY |
BRC Group Holdings, Inc.
|
1,668 | $12,209 |
All Filings in IX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,331,825 | 44,409 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $220,464 | 7,545 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $216,272 | 8,280 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $328,610 | 14,592 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $285,523 | 13,668 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $488,019 | 4,594 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $504,584 | 4,348 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $501,070 | 4,502 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $474,519 | 4,306 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $409,606 | 4,386 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $442,454 | 4,713 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $437,624 | 4,798 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $340,631 | 4,150 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $281,255 | 3,493 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $268,543 | 3,800 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $308,528 | 3,666 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $445,829 | 4,465 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $578,720 | 5,686 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $516,739 | 5,467 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $979,176 | 11,566 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $875,454 | 10,325 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $707,878 | 9,154 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,076,822 | 33,192 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,789,971 | 29,058 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $2,098,993 | 35,516 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||