Position in IX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,063,598
+$225,078 QoQ
Shares Held
27,960
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#93
of 319 holders
Holding Since
Dec 2020
3 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 Jun 30, 2026FERGUSON WELLMAN CAPITAL MANAGEMENT, INC holds $1,281,141 across 2 Financial Conglomerates names. IX ranks #1 (83.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
27,960 | $1,063,598 | |
| 2 | VOYA |
Voya Financial, Inc.
|
2,403 | $217,543 |
All Filings in IX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,063,598 | 27,960 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $838,520 | 27,960 | Shares | Sole | 2026-05-01 | |
| 2020-12-31 | $5,736,262 | 74,179 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||