Position in AX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$242,208
+$30,590 QoQ
Shares Held
2,487
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#264
of 381 holders
Holding Since
Dec 2025
3 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, 2026Waldron Private Wealth LLC holds $47,529,323 across 13 Banks - Regional names. AX ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCF |
First Commonwealth Financial Corp /Pa/
|
1,140,201 | $23,180,286 | |
| 2 | CBU |
Community Financial System, Inc.
|
122,062 | $8,192,801 | |
| 3 | STBA |
S&T Bancorp Inc
|
123,942 | $6,083,073 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
72,399 | $3,318,046 | |
| 5 | CBFV |
CB Financial Services, Inc.
|
60,306 | $2,285,597 | |
| 6 | MTB |
M&T Bank Corp
|
6,500 | $1,547,065 | |
| 7 | TMP |
Tompkins Financial Corp
|
8,841 | $835,651 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
3,014 | $742,107 |
All Filings in AX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,208 | 2,487 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $211,618 | 2,487 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $214,279 | 2,487 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||