Position in AX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$259,252
+$36,572 QoQ
Shares Held
2,662
+1.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#254
of 381 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $313,294,370 across 127 Banks - Regional names. AX ranks #115 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
152,886 | $37,643,590 | |
| 2 | USB |
US Bancorp De
|
606,349 | $36,623,479 | |
| 3 | TFC |
Truist Financial Corp
|
598,369 | $29,810,743 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
87,174 | $13,470,126 | |
| 5 | MTB |
M&T Bank Corp
|
55,678 | $13,251,920 | |
| 6 | FITB |
Fifth Third Bancorp
|
199,782 | $11,261,711 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
548,854 | $9,731,181 | |
| 8 | INDB |
Independent Bank Corp
|
98,821 | $8,273,294 |
All Filings in AX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,252 | 2,662 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $222,680 | 2,617 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,216,293 | 25,723 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,163,823 | 25,562 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,008,976 | 26,420 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,886,177 | 29,234 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $317,538 | 4,546 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $291,888 | 4,642 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $421,195 | 7,370 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $405,300 | 7,500 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $414,850 | 7,598 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $273,954 | 7,236 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $285,387 | 7,236 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $303,851 | 8,230 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $399,399 | 10,450 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $395,835 | 11,564 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $409,693 | 11,428 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $526,155 | 11,342 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $662,813 | 11,855 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $623,530 | 12,098 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $535,711 | 11,548 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $538,170 | 11,448 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $457,978 | 12,203 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $291,375 | 12,500 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $273,703 | 12,396 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $236,650 | 13,053 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||