Position in IX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,222,415
+$258,687 QoQ
Shares Held
32,135
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
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, 2026STATE STREET CORP holds $434,318,040 across 6 Financial Conglomerates names. IX ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
|
3,207,921 | $290,413,088 | |
| 2 | HTH |
Hilltop Holdings Inc.
|
2,546,898 | $98,768,704 | |
| 3 | FRHC |
Freedom Holding Corp.
|
230,249 | $30,040,587 | |
| 4 | TREE |
LendingTree, Inc.
|
259,954 | $11,513,362 | |
| 5 | RILY |
BRC Group Holdings, Inc.
|
293,518 | $2,359,884 | |
| 6 | IX |
Orix Corp
This page
|
32,135 | $1,222,415 |
All Filings in IX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,222,415 | 32,135 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $963,728 | 32,135 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $938,984 | 32,135 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $839,366 | 32,135 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $723,680 | 32,135 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $671,300 | 32,135 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $682,740 | 6,427 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $771,384 | 6,647 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $739,811 | 6,647 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $740,213 | 6,717 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $627,300 | 6,717 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $630,591 | 6,717 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $612,657 | 6,717 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,493,426 | 30,378 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,456,906 | 30,513 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $1,890,069 | 26,745 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $2,251,448 | 26,752 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,167,931 | 71,787 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,228,313 | 71,019 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,366,553 | 99,096 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,209,903 | 96,975 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,716,229 | 91,004 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $6,563,847 | 84,881 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,872,219 | 29,922 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $1,774,880 | 28,813 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $510,387 | 8,636 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||