Position in AX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,645,015
+$2,653,679 QoQ
Shares Held
57,963
+64.9% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 381 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $3,696,060,754 across 297 Banks - Regional names. AX ranks #63 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,059,766 | $1,492,035,582 | |
| 2 | USB |
US Bancorp De
|
5,432,595 | $328,128,735 | |
| 3 | TFC |
Truist Financial Corp
|
4,148,244 | $206,665,514 | |
| 4 | MTB |
M&T Bank Corp
|
698,300 | $166,202,381 | |
| 5 | RF |
Regions Financial Corp
|
3,854,415 | $116,403,331 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
1,937,739 | $111,904,425 | |
| 7 | FITB |
Fifth Third Bancorp
|
1,359,954 | $76,660,605 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
948,619 | $66,469,732 |
All Filings in AX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,645,015 | 57,963 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,991,336 | 35,155 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $6,457,517 | 74,948 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,419,406 | 52,208 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,452,441 | 45,403 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,762,873 | 42,822 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,953,481 | 70,916 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,888,120 | 61,834 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,323,717 | 40,660 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,884,318 | 34,869 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,083,372 | 19,842 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $614,125 | 16,221 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,086,492 | 27,548 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $719,901 | 19,499 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $151,999 | 3,977 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $200,003 | 5,843 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $224,240 | 6,255 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,577,537 | 34,006 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,138,562 | 56,136 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,799,793 | 209,542 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,744,201 | 231,606 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $13,298,657 | 282,890 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $14,138,036 | 376,713 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $9,087,471 | 389,853 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $8,494,593 | 384,719 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,214,175 | 177,285 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||