Position in AX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$41,098
-$2,468 QoQ
Shares Held
422
-17.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#307
of 381 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $2,421,011 across 15 Banks - Regional names. AX ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
14,382 | $716,511 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
8,045 | $563,713 | |
| 3 | NEWT |
NewtekOne, Inc.
|
24,637 | $364,873 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
1,227 | $189,596 | |
| 5 | EBC |
Eastern Bankshares, Inc.
|
7,309 | $162,552 | |
| 6 | UMBF |
Umb Financial Corp
|
941 | $134,337 | |
| 7 | MTB |
M&T Bank Corp
|
400 | $95,204 | |
| 8 | ABCB |
Ameris Bancorp
|
545 | $49,191 |
All Filings in AX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,098 | 422 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $43,566 | 512 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $44,113 | 512 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $62,387 | 737 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $56,269 | 740 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $47,744 | 740 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $51,689 | 740 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $52,190 | 830 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $48,863 | 855 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||