Position in AX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$973
+$123 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#364
of 381 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $1,455,517 across 54 Banks - Regional names. AX ranks #36 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
3,755 | $226,802 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
844 | $207,809 | |
| 3 | TFC |
Truist Financial Corp
|
2,997 | $149,310 | |
| 4 | NWG |
NatWest Group plc
|
7,240 | $127,641 | |
| 5 | LYG |
Lloyds Banking Group plc
|
19,264 | $112,309 | |
| 6 | BPOP |
Popular, Inc.
|
452 | $74,209 | |
| 7 | RF |
Regions Financial Corp
|
2,310 | $69,762 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
595 | $60,023 |
All Filings in AX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $973 | 10 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $850 | 10 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $689 | 8 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $677 | 8 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $608 | 8 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $709 | 11 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $628 | 9 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||