Position in AX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,436,801
-$2,423,906 QoQ
Shares Held
168,773
-23.9% QoQ
Ownership
0.297%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 381 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $13,978,419,955 across 271 Banks - Regional names. AX ranks #82 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,539,645 | $2,102,631,387 | |
| 2 | TFC |
Truist Financial Corp
|
36,838,125 | $1,835,275,385 | |
| 3 | FITB |
Fifth Third Bancorp
|
17,663,946 | $995,716,632 | |
| 4 | USB |
US Bancorp De
|
15,224,940 | $919,586,374 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
22,857,761 | $771,678,009 | |
| 6 | NU |
Nu Holdings Ltd.
|
40,300,489 | $538,414,530 | |
| 7 | HDB |
Hdfc Bank Ltd
|
17,251,650 | $445,610,115 | |
| 8 | MTB |
M&T Bank Corp
|
1,324,600 | $315,268,043 |
All Filings in AX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,436,801 | 168,773 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $18,860,707 | 221,656 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $11,336,068 | 131,570 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $12,071,509 | 142,605 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $10,905,883 | 143,423 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,632,963 | 149,302 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,542,301 | 50,713 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $14,949,717 | 237,750 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,763,742 | 188,342 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $18,102,856 | 334,990 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $13,992,011 | 256,264 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,609,648 | 68,929 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,528,342 | 165,526 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,760,249 | 210,191 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,806,699 | 204,257 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $6,838,981 | 199,795 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,364,160 | 177,522 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,059,395 | 152,175 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $11,983,411 | 214,334 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $8,805,658 | 170,851 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,497,085 | 161,610 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $10,706,902 | 227,758 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,394,811 | 90,456 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,640,275 | 70,368 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,595,918 | 72,279 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $706,288 | 38,957 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||