PAX Financial Group, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1803673
San Antonio, TX
Position in BAI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$11,744,368
+$1,029,960 QoQ
Shares Held
356,430
+10.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
12.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,744,368 | 356,430 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,714,408 | 321,754 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,566,132 | 280,039 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,898,992 | 100,485 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||