Position in AX
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$255
-$3 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026Abound Wealth Management holds $761,981 across 35 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
2,395 | $135,006 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
1,934 | $133,813 | |
| 3 | TFC |
Truist Financial Corp
|
2,040 | $101,632 | |
| 4 | NWBI |
Northwest Bancshares, Inc.
|
6,518 | $98,812 | |
| 5 | CBU |
Community Financial System, Inc.
|
1,218 | $81,752 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
4,153 | $73,632 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
169 | $41,611 | |
| 8 | KEY |
Keycorp /New/
|
1,208 | $27,844 |
All Filings in AX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $255 | 3 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $258 | 3 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $253 | 3 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $228 | 3 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $193 | 3 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $209 | 3 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $188 | 3 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||