Position in AX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$28,629
-$36,630 QoQ
Shares Held
294
-61.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#313
of 381 holders
Holding Since
Jun 2024
9 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, 2026EverSource Wealth Advisors, LLC holds $20,508,011 across 276 Banks - Regional names. AX ranks #84 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
22,201 | $2,239,633 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,963 | $1,714,425 | |
| 3 | SFBS |
ServisFirst Bancshares, Inc.
|
20,230 | $877,474 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
15,055 | $869,423 | |
| 5 | USB |
US Bancorp \De\
|
14,227 | $859,307 | |
| 6 | RF |
Regions Financial Corp
|
24,308 | $734,098 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
10,137 | $710,297 | |
| 8 | FITB |
Fifth Third Bancorp
|
11,905 | $671,080 |
All Filings in AX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,629 | 294 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $65,259 | 767 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $46,266 | 537 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $40,375 | 477 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $33,913 | 446 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,289 | 113 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,234 | 32 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,024 | 64 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,400 | 42 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||