Position in AX
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$555,467
+$159,907 QoQ
Shares Held
6,528
+42.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026EQUITABLE TRUST CO holds $26,094,171 across 24 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
92,507 | $4,608,698 | |
| 2 | IBN |
Icici Bank Ltd
|
87,869 | $2,550,836 | |
| 3 | NU |
Nu Holdings Ltd.
|
179,422 | $2,397,077 | |
| 4 | LYG |
Lloyds Banking Group plc
|
379,030 | $2,209,744 | |
| 5 | RF |
Regions Financial Corp
|
64,167 | $1,937,843 | |
| 6 | ONB |
Old National Bancorp /In/
|
56,559 | $1,464,878 | |
| 7 | USB |
US Bancorp De
|
23,988 | $1,448,874 | |
| 8 | KEY |
Keycorp /New/
|
62,622 | $1,443,436 |
All Filings in AX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $555,467 | 6,528 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $395,560 | 4,591 | Shares | Defined | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||