Position in AX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$347,195
+$29,725 QoQ
Shares Held
3,565
-4.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#229
of 381 holders
Holding Since
Dec 2020
18 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, 2026Crossmark Global Holdings, Inc. holds $186,825,127 across 67 Banks - Regional names. AX ranks #43 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
|
4,844,087 | $28,241,027 | |
| 2 | USB |
US Bancorp De
|
447,663 | $27,038,845 | |
| 3 | BPOP |
Popular, Inc.
|
159,229 | $26,142,217 | |
| 4 | NWG |
NatWest Group plc
|
1,035,444 | $18,254,877 | |
| 5 | RF |
Regions Financial Corp
|
481,789 | $14,550,027 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
668,210 | $6,401,451 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
86,021 | $6,027,491 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
22,115 | $5,445,155 |
All Filings in AX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,195 | 3,565 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $317,470 | 3,731 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $321,462 | 3,731 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $315,405 | 3,726 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $288,875 | 3,799 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $244,853 | 3,795 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $267,524 | 3,830 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $241,207 | 3,836 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $209,968 | 3,674 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $212,971 | 3,941 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $212,175 | 3,886 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $215 | 4,411 | Shares | Sole | 2023-07-31 | |
| 2022-03-31 | $240,856 | 5,192 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $279,102 | 4,992 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $660,845 | 12,822 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $597,595 | 12,882 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $605,112 | 12,872 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $464,696 | 12,382 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||