Position in AX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$261,297
+$33,767 QoQ
Shares Held
2,683
+0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#252
of 381 holders
Holding Since
Dec 2025
3 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, 2026OpenArc Corporate Advisory, LLC holds $13,085,309 across 18 Banks - Regional names. AX ranks #16 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
76,908 | $3,831,556 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
8,419 | $2,072,926 | |
| 3 | NWG |
NatWest Group plc
|
54,147 | $954,611 | |
| 4 | FITB |
Fifth Third Bancorp
|
13,707 | $772,663 | |
| 5 | SSB |
SouthState Bank Corp
|
7,241 | $723,375 | |
| 6 | USB |
US Bancorp \De\
|
11,661 | $704,324 | |
| 7 | RF |
Regions Financial Corp
|
22,460 | $678,292 | |
| 8 | MFG |
Mizuho Financial Group Inc
|
50,977 | $488,359 |
All Filings in AX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,297 | 2,683 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $227,530 | 2,674 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $229,702 | 2,666 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||