Position in AX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,655
+$975 QoQ
Shares Held
17
+112.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#355
of 381 holders
Holding Since
Jun 2025
5 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, 2026Rialto Wealth Management, LLC holds $501,099 across 90 Banks - Regional names. AX ranks #42 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBTB |
Nbt Bancorp Inc
|
1,831 | $90,396 | |
| 2 | KEY |
Keycorp /New/
|
3,552 | $81,873 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
288 | $70,911 | |
| 4 | USB |
US Bancorp De
|
684 | $41,313 | |
| 5 | TFC |
Truist Financial Corp
|
506 | $25,208 | |
| 6 | MTB |
M&T Bank Corp
|
95 | $22,610 | |
| 7 | FITB |
Fifth Third Bancorp
|
197 | $11,104 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
443 | $7,854 |
All Filings in AX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,655 | 17 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $680 | 8 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $516 | 6 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $507 | 6 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $304 | 4 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||