Position in AX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$38,274
-$2,228 QoQ
Shares Held
393
-17.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#308
of 381 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Clearstead Advisors, LLC holds $66,467,364 across 194 Banks - Regional names. AX ranks #49 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
895,538 | $20,642,150 | |
| 2 | TFC |
Truist Financial Corp
|
148,625 | $7,404,497 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
27,966 | $6,885,788 | |
| 4 | FITB |
Fifth Third Bancorp
|
114,584 | $6,459,100 | |
| 5 | TFSL |
TFS Financial CORP
|
238,605 | $4,228,080 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
213,052 | $3,777,411 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,058 | $2,201,475 | |
| 8 | FMNB |
Farmers National Banc Corp /Oh/
|
105,002 | $1,533,029 |
All Filings in AX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,274 | 393 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $40,502 | 476 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $94,689 | 1,099 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $50,874 | 601 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $45,776 | 602 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $22,323 | 346 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $44,005 | 630 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $40,368 | 642 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $39,662 | 694 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $36,747 | 680 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $329,019 | 6,026 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $218,300 | 5,766 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $227,411 | 5,766 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $212,880 | 5,766 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $220,376 | 5,766 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $188,949 | 5,520 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $197,892 | 5,520 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $325,657 | 7,020 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $392,488 | 7,020 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $361,810 | 7,020 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $325,657 | 7,020 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $330,010 | 7,020 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $263,460 | 7,020 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $163,636 | 7,020 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $155,001 | 7,020 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $127,272 | 7,020 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||