Position in AX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$242,987
+$29,752 QoQ
Shares Held
2,495
-0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#263
of 381 holders
Holding Since
Sep 2025
4 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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $6,456,127 across 21 Banks - Regional names. AX ranks #13 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,298 | $812,032 | |
| 2 | USB |
US Bancorp De
|
8,640 | $521,855 | |
| 3 | GBCI |
Glacier Bancorp, Inc.
|
9,659 | $498,211 | |
| 4 | DB |
Deutsche Bank Aktiengesellschaft
|
14,642 | $494,313 | |
| 5 | KB |
KB Financial Group Inc.
|
3,563 | $373,972 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
5,297 | $371,160 | |
| 7 | IBN |
Icici Bank Ltd
|
11,622 | $337,386 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
3,061 | $308,793 |
All Filings in AX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,987 | 2,495 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $213,235 | 2,506 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $216,089 | 2,508 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $212,810 | 2,514 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||