Position in AX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$35,449
+$3,456 QoQ
Shares Held
364
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#312
of 381 holders
Holding Since
Mar 2020
26 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, 2026Parallel Advisors, LLC holds $102,634,553 across 185 Banks - Regional names. AX ranks #81 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVBF |
Cvb Financial Corp
|
3,529,148 | $79,582,287 | |
| 2 | TFC |
Truist Financial Corp
|
33,938 | $1,690,791 | |
| 3 | KB |
KB Financial Group Inc.
|
15,521 | $1,629,084 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
19,611 | $1,240,395 | |
| 5 | USB |
US Bancorp \De\
|
20,191 | $1,219,536 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
4,897 | $1,205,739 | |
| 7 | WF |
Woori Financial Group Inc.
|
20,443 | $1,173,428 | |
| 8 | MTB |
M&T Bank Corp
|
4,107 | $977,507 |
All Filings in AX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,449 | 364 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $31,993 | 376 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $31,362 | 364 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $30,812 | 364 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $27,678 | 364 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $23,485 | 364 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $25,425 | 364 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $22,888 | 364 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $20,802 | 364 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $18,968 | 351 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $19,164 | 351 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $13,629 | 360 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $14,198 | 360 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $12,958 | 351 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $13,415 | 351 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $12,391 | 362 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $12,583 | 351 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $16,282 | 351 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $19,624 | 351 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $18,090 | 351 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $16,282 | 351 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $16,500 | 351 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $13,173 | 351 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $8,181 | 351 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $7,750 | 351 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $6,363 | 351 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||