Position in AX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,215,916
+$1,038,235 QoQ
Shares Held
84,361
+0.0% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#65
of 381 holders
Holding Since
Jun 2023
10 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, 2026BESSEMER GROUP INC holds $577,497,143 across 127 Banks - Regional names. AX ranks #16 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,126,887 | $56,141,506 | |
| 2 | ABCB |
Ameris Bancorp
|
530,330 | $47,867,580 | |
| 3 | HDB |
Hdfc Bank Ltd
|
1,699,355 | $43,894,335 | |
| 4 | BANC |
Banc Of California, Inc.
|
1,672,223 | $34,161,021 | |
| 5 | CVBF |
Cvb Financial Corp
|
1,492,083 | $33,646,468 | |
| 6 | BKU |
BankUnited, Inc.
|
676,923 | $32,794,350 | |
| 7 | INDB |
Independent Bank Corp
|
333,192 | $27,892,236 | |
| 8 | FFBC |
First Financial Bancorp /Oh/
|
813,248 | $27,509,575 |
All Filings in AX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,215,916 | 84,361 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $7,177,681 | 84,354 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $5,576,016 | 64,717 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $29,458 | 348 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $14,297 | 218 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $6,839 | 106 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $11,874 | 170 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,973 | 95 | Shares | Defined | 2024-11-12 | |
| 2023-09-30 | $2 | 65 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2 | 41 | Shares | Defined | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||