Position in AX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$999,416
+$126,223 QoQ
Shares Held
10,262
0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#166
of 381 holders
Holding Since
Dec 2023
11 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, 2026GREAT LAKES ADVISORS, LLC holds $136,831,475 across 47 Banks - Regional names. AX ranks #30 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
348,525 | $17,363,512 | |
| 2 | HWC |
Hancock Whitney Corp
|
141,648 | $10,583,937 | |
| 3 | HOMB |
Home Bancshares Inc
|
264,951 | $7,564,350 | |
| 4 | WSFS |
Wsfs Financial Corp
|
74,597 | $5,723,827 | |
| 5 | ZION |
Zions Bancorporation, National Association /Ut/
|
81,498 | $5,638,846 | |
| 6 | FIBK |
First Interstate Bancsystem Inc
|
146,228 | $5,638,551 | |
| 7 | OBK |
Origin Bancorp, Inc.
|
106,913 | $5,468,599 | |
| 8 | FRME |
First Merchants Corp
|
116,095 | $5,072,189 |
All Filings in AX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $999,416 | 10,262 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $873,193 | 10,262 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $885,724 | 10,280 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $874,519 | 10,331 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $786,861 | 10,348 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $660,297 | 10,234 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $730,631 | 10,460 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $662,880 | 10,542 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $598,703 | 10,476 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $565,636 | 10,467 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $564,072 | 10,331 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||