Position in AX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$447,799
+$57,662 QoQ
Shares Held
4,598
+0.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#215
of 381 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Mutual Advisors, LLC holds $46,244,904 across 22 Banks - Regional names. AX ranks #15 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
|
492,733 | $28,455,330 | |
| 2 | USB |
US Bancorp De
|
71,859 | $4,340,283 | |
| 3 | TFC |
Truist Financial Corp
|
38,668 | $1,926,439 | |
| 4 | EFSC |
Enterprise Financial Services Corp
|
24,132 | $1,589,816 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
85,805 | $1,521,322 | |
| 6 | BUSE |
First Busey Corp /Nv/
|
27,562 | $813,079 | |
| 7 | BSRR |
Sierra Bancorp
|
18,951 | $772,442 | |
| 8 | WTBA |
West Bancorporation Inc
|
28,285 | $750,401 |
All Filings in AX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,799 | 4,598 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $390,137 | 4,585 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $406,933 | 4,723 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $396,754 | 4,687 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $340,811 | 4,482 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $239,820 | 3,717 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $271,367 | 3,885 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $244,288 | 3,885 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $222,027 | 3,885 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $235,398 | 4,356 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $237,837 | 4,356 | Shares | Sole | 2024-01-12 | |
| 2022-12-31 | $223,969 | 5,860 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $204,216 | 5,966 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $213,881 | 5,966 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $297,035 | 6,403 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $368,502 | 6,591 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $340,060 | 6,598 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $306,081 | 6,598 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $261,798 | 5,569 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||