Position in AX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$304,439
+$68,316 QoQ
Shares Held
3,126
+12.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 381 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CIBC Bancorp USA Inc. holds $800,664,677 across 61 Banks - Regional names. AX ranks #43 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,038,066 | $255,592,608 | |
| 2 | LYG |
Lloyds Banking Group plc
|
15,053,607 | $87,762,528 | |
| 3 | MFG |
Mizuho Financial Group Inc
|
8,233,388 | $78,875,856 | |
| 4 | BOKF |
Bok Financial Corp
|
501,695 | $69,675,400 | |
| 5 | HDB |
Hdfc Bank Ltd
|
2,682,773 | $69,296,025 | |
| 6 | KB |
KB Financial Group Inc.
|
648,666 | $68,083,982 | |
| 7 | WBS |
Webster Financial Corp
|
653,550 | $49,944,290 | |
| 8 | USB |
US Bancorp \De\
|
336,076 | $20,298,989 |
All Filings in AX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,439 | 3,126 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $236,123 | 2,775 | Shares | Defined | 2026-05-12 | |
| 2025-09-30 | $491,139 | 5,802 | Shares | Defined | 2025-11-21 | |
| No filing history on record for this holder in this stock. | ||||||