Position in AX
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$5,530
New position
Shares Held
65
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Anchor Investment Management, LLC holds $34,340,007 across 20 Banks - Regional names. AX ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
13,220 | $24,915,205 | |
| 2 | TFC |
Truist Financial Corp
|
62,873 | $2,890,271 | |
| 3 | SSB |
SouthState Bank Corp
|
17,504 | $1,619,470 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
9,800 | $1,343,384 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
13,414 | $1,155,481 | |
| 6 | FCCO |
First Community Corp /Sc/
|
35,776 | $1,045,732 | |
| 7 | USB |
US Bancorp De
|
6,900 | $358,869 | |
| 8 | LYG |
Lloyds Banking Group plc
|
50,500 | $254,015 |
All Filings in AX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,530 | 65 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||