Position in AX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$204,519
-$182,869 QoQ
Shares Held
2,100
-62.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#279
of 381 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 78%
Shared 1%
None 20%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Savant Capital, LLC holds $89,099,464 across 80 Banks - Regional names. AX ranks #74 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
39,958 | $9,510,403 | |
| 2 | USB |
US Bancorp De
|
152,609 | $9,217,583 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
27,663 | $6,811,183 | |
| 4 | NBTB |
Nbt Bancorp Inc
|
126,428 | $6,241,750 | |
| 5 | RF |
Regions Financial Corp
|
192,085 | $5,800,967 | |
| 6 | TFC |
Truist Financial Corp
|
100,758 | $5,019,763 | |
| 7 | FITB |
Fifth Third Bancorp
|
47,062 | $2,652,884 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
146,994 | $2,606,203 |
All Filings in AX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,519 | 2,100 | Shares | Sole | 2026-08-10 | |
| 2024-12-31 | $387,388 | 5,546 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $379,417 | 6,034 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $342,842 | 5,999 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $338,344 | 6,261 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||