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PAX Financial Group, LLC: MBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PAX Financial Group, LLC on MBB, newest first. How the timeline and the estimate are built.

PAX Financial Group, LLC held 86,816 MBB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,816 shares
    Change vs previous 13F +4,372 shares

    1.22% of the 13F portfolio, value $8,205,842.

    13F-HR 0001104659-26-091050 filed by PAX Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 82,444 shares
    Change vs previous 13F +2,295 shares

    1.34% of the 13F portfolio, value $7,828,025.

    13F-HR 0001104659-26-049342 filed by PAX Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 80,149 shares
    Change vs previous 13F +9,722 shares

    1.32% of the 13F portfolio, value $7,631,772.

    13F-HR 0001104659-26-010754 filed by PAX Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 70,427 shares
    Change vs previous 13F +3,924 shares

    1.21% of the 13F portfolio, value $6,701,144.

    13F-HR 0001104659-25-106000 filed by PAX Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 66,503 shares
    Change vs previous 13F -8,283 shares

    1.19% of the 13F portfolio, value $6,243,958.

    13F-HR 0001104659-25-076000 filed by PAX Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 74,786 shares
    Change vs previous 13F -10,675 shares

    1.24% of the 13F portfolio, value $7,013,394.

    13F-HR 0001104659-25-043927 filed by PAX Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 85,461 shares
    Change vs previous 13F -2,363 shares

    1.4% of the 13F portfolio, value $7,835,037.

    13F-HR 0001104659-25-012223 filed by PAX Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 87,824 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $8,414,422.

    13F-HR 0001104659-24-117408 filed by PAX Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).