Position in IX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$904,895
+$333,196 QoQ
Shares Held
23,788
+24.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 94 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $3,076,707 across 2 Financial Conglomerates names. IX ranks #2 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
|
23,990 | $2,171,812 | |
| 2 | IX |
Orix Corp
This page
|
23,788 | $904,895 |
All Filings in IX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $904,895 | 23,788 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $571,699 | 19,063 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $249,158 | 8,527 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $213,922 | 8,190 | Shares | Defined | 2025-11-03 | |
| 2024-06-30 | $213,138 | 1,915 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $201,555 | 1,829 | Shares | Defined | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||