Position in AX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$35,321,015
+$5,203,326 QoQ
Shares Held
362,676
+2.5% QoQ
Ownership
0.638%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#29
of 381 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $3,256,609,371 across 127 Banks - Regional names. AX ranks #21 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,415,104 | $348,426,905 | |
| 2 | WTFC |
Wintrust Financial Corp
|
1,246,124 | $200,277,048 | |
| 3 | BAP |
Credicorp Ltd
|
478,109 | $186,261,704 | |
| 4 | EWBC |
East West Bancorp Inc
|
1,330,518 | $171,756,567 | |
| 5 | USB |
US Bancorp De
|
1,723,537 | $104,101,634 | |
| 6 | ONB |
Old National Bancorp /In/
|
3,951,709 | $102,349,263 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
654,435 | $101,123,295 | |
| 8 | UMBF |
Umb Financial Corp
|
694,836 | $99,194,786 |
All Filings in AX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,321,015 | 362,676 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $30,117,689 | 353,951 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $29,063,834 | 337,324 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $26,717,317 | 315,621 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $24,924,999 | 327,788 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $22,439,991 | 347,799 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $23,603,572 | 337,918 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $20,166,684 | 320,717 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $14,327,504 | 250,700 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $14,239,485 | 263,499 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $14,645,684 | 268,236 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $10,725,169 | 283,285 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $11,819,813 | 299,691 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $11,929,626 | 323,121 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $12,496,220 | 326,955 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $11,249,141 | 328,634 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $11,912,058 | 332,275 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $18,431,024 | 397,306 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $23,366,633 | 417,933 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $23,512,701 | 456,203 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $20,756,509 | 447,435 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $19,604,250 | 417,023 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $15,260,898 | 406,632 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $8,631,972 | 370,312 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $8,559,179 | 387,644 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $7,334,255 | 404,537 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||