Position in AX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,024,738
+$255,717 QoQ
Shares Held
20,790
0.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#126
of 384 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AVENIR CORP holds $20,643,484 across 5 Banks - Regional names. AX ranks #2 (9.8% of the industry book) .
All Filings in AX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,024,738 | 20,790 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,769,021 | 20,790 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,791,266 | 20,790 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,759,873 | 20,790 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,580,871 | 20,790 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,341,370 | 20,790 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,452,181 | 20,790 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,307,275 | 20,790 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,188,148 | 20,790 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,123,491 | 20,790 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,135,134 | 20,790 | Shares | Sole | 2024-02-14 | |
| 2020-06-30 | $718,483 | 32,540 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $589,950 | 32,540 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||