Position in AX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$467,764
+$374,165 QoQ
Shares Held
4,803
+336.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#209
of 381 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $129,195,647 across 278 Banks - Regional names. AX ranks #41 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
114,053 | $28,082,129 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
170,540 | $11,949,737 | |
| 3 | FCNCA |
First Citizens Bancshares Inc /De/
|
2,790 | $5,805,404 | |
| 4 | USB |
US Bancorp \De\
|
89,189 | $5,387,015 | |
| 5 | BPOP |
Popular, Inc.
|
32,678 | $5,365,074 | |
| 6 | TFC |
Truist Financial Corp
|
85,253 | $4,247,304 | |
| 7 | FULT |
Fulton Financial Corp
|
170,976 | $4,135,909 | |
| 8 | BFST |
Business First Bancshares, Inc.
|
110,128 | $3,384,233 |
All Filings in AX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,764 | 4,803 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $93,599 | 1,100 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $140,613 | 1,632 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $428,667 | 5,064 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $78,017 | 1,026 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $63,616 | 986 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $76,625 | 1,097 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $20,373 | 324 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $17,602 | 308 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $9,402 | 174 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,500 | 174 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,587 | 174 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,862 | 174 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,424 | 174 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $6,650 | 174 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $5,956 | 174 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,237 | 174 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $8,071 | 174 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $9,728 | 174 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,967 | 174 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||