Position in AX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$22,463
+$3,767 QoQ
Shares Held
264
+21.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Clark Wealth Partners holds $47,268 across 10 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
261 | $13,595 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
36 | $8,863 | |
| 3 | USB |
US Bancorp De
|
100 | $6,040 | |
| 4 | FITB |
Fifth Third Bancorp
|
97 | $5,467 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
59 | $4,134 | |
| 6 | TFC |
Truist Financial Corp
|
62 | $3,088 | |
| 7 | KEY |
Keycorp /New/
|
106 | $2,443 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
100 | $1,773 |
All Filings in AX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,463 | 264 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $18,696 | 217 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $18,369 | 217 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $16,728 | 220 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $14,194 | 220 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $15,367 | 220 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||