Position in IX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,469,217
+$689,269 QoQ
Shares Held
38,623
+48.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 319 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $2,801,636 across 2 Financial Conglomerates names. IX ranks #1 (52.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
38,623 | $1,469,217 | |
| 2 | VOYA |
Voya Financial, Inc.
|
14,718 | $1,332,419 |
All Filings in IX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,469,217 | 38,623 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $779,948 | 26,007 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $206,614 | 7,071 | Shares | Defined | 2026-02-12 | |
| 2022-06-30 | $229,588 | 2,728 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $298,950 | 2,994 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $299,131 | 2,939 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $280,439 | 2,967 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $243,312 | 2,874 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $218,842 | 2,581 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $175,848 | 2,274 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,930,596 | 30,855 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,983,026 | 32,192 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,618,217 | 27,381 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||