Position in AX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$16,848
-$66,114 QoQ
Shares Held
173
-82.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#319
of 381 holders
Holding Since
Jun 2025
5 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, 2026Essential Partners LLC holds $5,797,547 across 252 Banks - Regional names. AX ranks #41 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,119 | $767,960 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
6,215 | $435,485 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
6,873 | $396,915 | |
| 4 | PB |
Prosperity Bancshares Inc
|
4,798 | $350,397 | |
| 5 | WAL |
Western Alliance Bancorporation
|
3,515 | $288,933 | |
| 6 | KEY |
Keycorp /New/
|
10,602 | $244,376 | |
| 7 | USB |
US Bancorp \De\
|
3,648 | $220,339 | |
| 8 | BPOP |
Popular, Inc.
|
1,132 | $185,851 |
All Filings in AX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,848 | 173 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $82,962 | 975 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $84,006 | 975 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $83,549 | 987 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $73,530 | 967 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||