Position in AX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$63,728,314
+$3,442,987 QoQ
Shares Held
654,362
-7.6% QoQ
Ownership
1.15%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#13
of 381 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 91%
None 9%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $4,145,813,278 across 204 Banks - Regional names. AX ranks #10 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,572,235 | $1,125,775,699 | |
| 2 | USB |
US Bancorp \De\
|
7,533,756 | $455,038,859 | |
| 3 | BPOP |
Popular, Inc.
|
1,150,553 | $188,897,790 | |
| 4 | NU |
Nu Holdings Ltd.
|
9,316,805 | $124,472,511 | |
| 5 | RF |
Regions Financial Corp
|
4,053,256 | $122,408,328 | |
| 6 | TFC |
Truist Financial Corp
|
2,273,744 | $113,277,923 | |
| 7 | WAL |
Western Alliance Bancorporation
|
1,241,477 | $102,049,408 | |
| 8 | FBNC |
First Bancorp /Nc/
|
1,220,535 | $78,028,802 |
All Filings in AX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,728,314 | 654,362 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $60,285,327 | 708,489 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $64,930,002 | 753,598 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $60,082,621 | 709,777 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $56,319,176 | 740,652 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $43,994,767 | 681,878 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $47,326,587 | 677,546 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $39,193,606 | 623,308 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $31,072,910 | 543,708 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $31,795,459 | 588,369 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $33,845,446 | 619,880 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $52,118,641 | 1,376,615 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $51,349,537 | 1,301,966 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $50,243,983 | 1,360,888 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $55,102,192 | 1,441,711 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $64,706,882 | 1,890,356 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $70,116,180 | 1,955,821 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $92,999,190 | 2,004,725 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $109,878,970 | 1,965,283 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $95,872,954 | 1,860,166 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $90,788,986 | 1,957,081 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $73,617,283 | 1,565,992 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $59,885,307 | 1,595,665 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $36,500,148 | 1,565,858 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $35,196,623 | 1,594,050 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $33,864,499 | 1,867,871 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||