Position in IX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$28,149
+$5,957 QoQ
Shares Held
740
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#223
of 315 holders
Holding Since
Dec 2021
19 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, 2026UMB Bank, n.a. holds $155,359 across 4 Financial Conglomerates names. IX ranks #2 (18.1% of the industry book) .
All Filings in IX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,149 | 740 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $22,192 | 740 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $21,622 | 740 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $19,328 | 740 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $16,664 | 740 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $17,443 | 835 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $18,802 | 177 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $17,175 | 148 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $16,472 | 148 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $23,362 | 212 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $19,797 | 212 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $21,967 | 234 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $21,342 | 234 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $19,206 | 234 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $6,683 | 83 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $18,586 | 263 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $26,005 | 309 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $35,147 | 352 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $35,826 | 352 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||