Position in AX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,246,202
+$306,043 QoQ
Shares Held
12,796
+15.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#152
of 381 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MML INVESTORS SERVICES, LLC holds $210,707,750 across 60 Banks - Regional names. AX ranks #29 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
823,380 | $49,732,152 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
154,962 | $38,154,743 | |
| 3 | TFC |
Truist Financial Corp
|
311,076 | $15,497,806 | |
| 4 | FITB |
Fifth Third Bancorp
|
212,409 | $11,973,495 | |
| 5 | LYG |
Lloyds Banking Group plc
|
1,453,513 | $8,473,980 | |
| 6 | RF |
Regions Financial Corp
|
238,565 | $7,204,663 | |
| 7 | IBN |
Icici Bank Ltd
|
214,800 | $6,235,644 | |
| 8 | WTFC |
Wintrust Financial Corp
|
34,340 | $5,519,124 |
All Filings in AX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,246,202 | 12,796 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $940,159 | 11,049 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $1,104,571 | 12,820 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $859,620 | 10,155 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $594,784 | 7,822 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $377,054 | 5,844 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $309,086 | 4,425 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $212,094 | 3,373 | Shares | Defined | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||