Position in AX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$361,219
+$45,621 QoQ
Shares Held
3,709
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#225
of 381 holders
Holding Since
Sep 2024
8 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, 2026World Investment Advisors holds $31,078,811 across 32 Banks - Regional names. AX ranks #21 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INDB |
Independent Bank Corp
|
52,329 | $4,380,983 | |
| 2 | USB |
US Bancorp \De\
|
56,433 | $3,408,553 | |
| 3 | VLY |
Valley National Bancorp
|
148,575 | $2,176,623 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
40,398 | $2,083,728 | |
| 5 | PB |
Prosperity Bancshares Inc
|
27,232 | $1,988,752 | |
| 6 | FITB |
Fifth Third Bancorp
|
33,305 | $1,877,402 | |
| 7 | FHN |
First Horizon Corp
|
68,798 | $1,763,980 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
6,653 | $1,638,101 |
All Filings in AX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,219 | 3,709 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $315,598 | 3,709 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $319,567 | 3,709 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $323,447 | 3,821 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $299,293 | 3,936 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $246,530 | 3,821 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $266,896 | 3,821 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $221,400 | 3,521 | Shares | Sole | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||