Position in AX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$36,521
+$11,250 QoQ
Shares Held
375
+26.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#311
of 381 holders
Holding Since
Dec 2025
3 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, 2026Kemnay Advisory Services Inc. holds $2,617,856 across 77 Banks - Regional names. AX ranks #22 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAPN |
Happen, Inc.
|
8,096 | $167,911 | |
| 2 | CUBI |
Customers Bancorp, Inc.
|
1,602 | $126,718 | |
| 3 | PGC |
Peapack Gladstone Financial Corp
|
2,638 | $124,856 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
2,115 | $109,091 | |
| 5 | BANC |
Banc Of California, Inc.
|
4,778 | $97,614 | |
| 6 | SMBK |
Smartfinancial Inc.
|
1,935 | $90,790 | |
| 7 | HAFC |
Hanmi Financial Corp
|
2,332 | $75,556 | |
| 8 | UMBF |
Umb Financial Corp
|
503 | $71,808 |
All Filings in AX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,521 | 375 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $25,271 | 297 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,096 | 152 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||