Position in AX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$15,582
+$1,458 QoQ
Shares Held
160
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#322
of 381 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $49,093,106 across 180 Banks - Regional names. AX ranks #116 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
42,371 | $6,956,470 | |
| 2 | KB |
KB Financial Group Inc.
|
30,396 | $3,190,364 | |
| 3 | MFG |
Mizuho Financial Group Inc
|
298,688 | $2,861,431 | |
| 4 | WF |
Woori Financial Group Inc.
|
49,721 | $2,853,985 | |
| 5 | TFC |
Truist Financial Corp
|
46,814 | $2,332,273 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
35,020 | $2,215,015 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
8,757 | $2,156,148 | |
| 8 | LYG |
Lloyds Banking Group plc
|
301,587 | $1,758,252 |
All Filings in AX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,582 | 160 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $14,124 | 166 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $13,785 | 160 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $13,882 | 164 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $12,166 | 160 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $10,323 | 160 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $11,176 | 160 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,060 | 160 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $9,144 | 160 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $10,375 | 192 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $8,736 | 160 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $6,057 | 160 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,310 | 160 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $5,907 | 160 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $6,115 | 160 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $5,476 | 160 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,736 | 160 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $7,839 | 169 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $12,300 | 220 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $11,596 | 225 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $10,252 | 221 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $7,521 | 160 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $6,004 | 160 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,729 | 160 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $6,226 | 282 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $5,112 | 282 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||