Position in AX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$19,769
+$10,495 QoQ
Shares Held
203
+86.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#318
of 381 holders
Holding Since
Mar 2025
6 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, 2026Bare Financial Services, Inc holds $2,249,895 across 115 Banks - Regional names. AX ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
18,621 | $450,441 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,828 | $450,088 | |
| 3 | MPB |
Mid Penn Bancorp Inc
|
7,189 | $250,464 | |
| 4 | STBA |
S&T Bancorp Inc
|
4,425 | $217,178 | |
| 5 | SBCF |
Seacoast Banking Corp Of Florida
|
4,864 | $161,727 | |
| 6 | TFC |
Truist Financial Corp
|
812 | $40,453 | |
| 7 | OZK |
Bank OZK
|
744 | $38,754 | |
| 8 | AUB |
Atlantic Union Bankshares Corp
|
572 | $24,200 |
All Filings in AX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,769 | 203 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,274 | 109 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,476 | 110 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,533 | 89 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,387 | 84 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,871 | 29 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||