Position in AX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$24,152
+$2,965 QoQ
Shares Held
248
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#316
of 381 holders
Holding Since
Sep 2024
8 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, 2026WHITTIER TRUST CO OF NEVADA INC holds $58,076,745 across 38 Banks - Regional names. AX ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
111,761 | $27,517,792 | |
| 2 | EWBC |
East West Bancorp Inc
|
124,739 | $16,102,557 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
37,473 | $5,790,327 | |
| 4 | LOB |
Live Oak Bancshares, Inc.
|
117,000 | $4,778,279 | |
| 5 | USB |
US Bancorp \De\
|
13,390 | $808,755 | |
| 6 | CVBF |
Cvb Financial Corp
|
31,791 | $716,887 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
|
238 | $495,228 | |
| 8 | SPFI |
South Plains Financial, Inc.
|
11,049 | $476,046 |
All Filings in AX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,152 | 248 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $21,187 | 249 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $21,453 | 249 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $21,416 | 253 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $19,466 | 256 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $16,517 | 256 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $17,602 | 252 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $15,845 | 252 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||