Position in IX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,515,932
-$199,285 QoQ
Shares Held
39,851
-30.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 315 holders
Holding Since
Mar 2020
26 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, 2026GOLDMAN SACHS GROUP INC holds $154,060,866 across 6 Financial Conglomerates names. IX ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
|
1,355,965 | $122,755,510 | |
| 2 | TREE |
LendingTree, Inc.
|
351,910 | $15,586,093 | |
| 3 | HTH |
Hilltop Holdings Inc.
|
286,714 | $11,118,768 | |
| 4 | FRHC |
Freedom Holding Corp.
|
18,669 | $2,435,744 | |
| 5 | IX |
Orix Corp
This page
|
39,851 | $1,515,932 | |
| 6 | RILY |
BRC Group Holdings, Inc.
|
80,699 | $648,819 |
All Filings in IX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,515,932 | 39,851 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,715,217 | 57,193 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,385,403 | 81,636 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $2,094,823 | 80,200 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,174,260 | 96,548 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,014,924 | 96,454 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $1,532,261 | 14,424 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,637,929 | 14,114 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,856,261 | 16,678 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,470,619 | 13,345 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,152,306 | 44,462 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $4,211,644 | 44,862 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $4,092,501 | 44,869 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $3,575,568 | 43,562 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $3,548,919 | 44,075 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $2,802,489 | 39,656 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $3,881,290 | 46,118 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $4,587,607 | 45,945 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,508,751 | 44,299 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $3,920,122 | 41,474 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $3,699,556 | 43,699 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,838,697 | 45,273 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,331,221 | 43,078 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,753,142 | 44,001 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,904,487 | 30,917 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $3,910,468 | 66,167 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||