Position in AX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$812,135
+$102,400 QoQ
Shares Held
8,339
-0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#174
of 383 holders
Holding Since
Jun 2020
25 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, 2026PINNACLE ASSOCIATES LTD holds $60,522,032 across 23 Banks - Regional names. AX ranks #12 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
69,004 | $16,990,164 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
265,136 | $11,217,904 | |
| 3 | TFC |
Truist Financial Corp
|
222,050 | $11,062,531 | |
| 4 | FBNC |
First Bancorp /Nc/
|
62,695 | $4,008,091 | |
| 5 | USB |
US Bancorp De
|
60,178 | $3,634,751 | |
| 6 | MTB |
M&T Bank Corp
|
7,505 | $1,786,265 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
25,083 | $1,757,565 | |
| 8 | SBSI |
Southside Bancshares Inc
|
41,574 | $1,462,989 |
All Filings in AX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $812,135 | 8,339 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $709,735 | 8,341 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $720,125 | 8,358 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $706,827 | 8,350 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $638,736 | 8,400 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $554,872 | 8,600 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $600,710 | 8,600 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $572,208 | 9,100 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $520,065 | 9,100 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $491,764 | 9,100 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $496,860 | 9,100 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $344,526 | 9,100 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $358,904 | 9,100 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $335,972 | 9,100 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $347,802 | 9,100 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $311,493 | 9,100 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $344,160 | 9,600 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $445,344 | 9,600 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $547,918 | 9,800 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $505,092 | 9,800 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $454,622 | 9,800 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $460,698 | 9,800 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $367,794 | 9,800 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $228,438 | 9,800 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $216,384 | 9,800 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||