Position in AX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,266
+$160 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#358
of 381 holders
Holding Since
Dec 2023
11 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, 2026DiNuzzo Private Wealth, Inc. holds $1,461,366 across 68 Banks - Regional names. AX ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSBC |
Wesbanco Inc
|
22,759 | $888,283 | |
| 2 | USB |
US Bancorp De
|
6,193 | $374,057 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
365 | $89,870 | |
| 4 | IBN |
Icici Bank Ltd
|
550 | $15,966 | |
| 5 | MTB |
M&T Bank Corp
|
65 | $15,470 | |
| 6 | TFC |
Truist Financial Corp
|
135 | $6,725 | |
| 7 | EWBC |
East West Bancorp Inc
|
34 | $4,389 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
56 | $3,923 |
All Filings in AX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,266 | 13 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,106 | 13 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,120 | 13 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,100 | 13 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $988 | 13 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $838 | 13 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $908 | 13 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $817 | 13 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $742 | 13 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $594 | 11 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $600 | 11 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||