OVERSEA-CHINESE BANKING Corp Ltd AAXJ — ISHARES TR MSCI AC ASIA ETF

Ownership history in OVERSEA-CHINESE BANKING Corp Ltd  ·  14 quarters on record

AI Ownership Summary

OVERSEA-CHINESE BANKING Corp Ltd reported ISHARES TR MSCI AC ASIA ETF (AAXJ) in 14 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 3.46% in 2024 Q3. The latest visible filing shows AAXJ at 1.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AAXJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OVERSEA-CHINESE BANKING Corp Ltd's position in ISHARES TR MSCI AC ASIA ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AAXJ was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.46% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AAXJ stock page OVERSEA-CHINESE BANKING Corp Ltd fund profile OVERSEA-CHINESE BANKING Corp Ltd full holdings
How OVERSEA-CHINESE BANKING Corp Ltd held AAXJ — position size vs. price
% of Fund (quarterly)    AAXJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 36.0% +22.4% ❌ 418,480 -235,795 -36.0% 1.09% $40.3M 2026-04-28 $107.43
2025 Q4 REDUCED 21.3% +3.4% ❌ 654,275 -177,065 -21.3% 1.60% $60.9M 2026-01-28 $102.31
2025 Q3 REDUCED 40.6% +3.3% ❌ 831,340 -568,490 -40.6% 1.85% $75.8M 2025-10-28 $94.12
2025 Q2 REDUCED 70.2% +10.1% ❌ 1,399,830 -3,289,930 -70.2% 3.16% $115.7M 2025-08-01 $81.59
2025 Q1 ADDED — — — 4,689,760 +3,453,975 +279.5% 2.58% $91.1M 2025-05-02 $74.49
2024 Q4 REDUCED 22.3% +2.5% ❌ 1,235,785 -355,206 -22.3% 2.50% $89.2M 2025-02-11 $72.07
2024 Q3 REDUCED — — — 1,590,991 -10,064 -0.6% 3.46% $124.8M 2024-11-05 $74.94
2024 Q2 ADDED — — — 1,601,055 +615,800 +62.5% 3.39% $115.2M 2024-08-06 $65.75
2024 Q1 ADDED — — — 985,255 +436,534 +79.6% 1.99% $66.8M 2024-05-14 $69.12
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AAXJ

As of 2026 Q1 — sorted by position size

PRAGMA GESTAO DE PATRIMONIO LTD 3Y 41.73% BFI Infinity Ltd. 16.58% Analyst IMS Investment Management Services Ltd. 3Y 7Y 6.48% Gruss & Co., LLC 3Y 7Y 4.95% J.Safra Asset Management Corp 3Y 7Y 4.52% Palisades Hudson Asset Management, L.P. 3Y 7Y 3.37% Moneda S.A. Administradora General de Fondos 3Y 2.44% Global Endowment Management, LP 3Y 7Y 1.7% FIDUCIARY FINANCIAL GROUP, LLC 1.56% Activest Wealth Management 3Y 1.35%

FAQ About OVERSEA-CHINESE BANKING Corp Ltd and AAXJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has OVERSEA-CHINESE BANKING Corp Ltd reported owning AAXJ?

OVERSEA-CHINESE BANKING Corp Ltd reported AAXJ across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported AAXJ position in OVERSEA-CHINESE BANKING Corp Ltd's portfolio?

The largest reported portfolio weight for AAXJ was 3.46% in 2024 Q3.

What is the latest reported AAXJ position on this page?

The most recent filing on this page is 2026 Q1, when OVERSEA-CHINESE BANKING Corp Ltd reported 418,480 shares, equal to 1.09% of portfolio, with an estimated market value of $40.3M.

What does the chart on this AAXJ ownership page compare?

The chart compares OVERSEA-CHINESE BANKING Corp Ltd's quarterly AAXJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did OVERSEA-CHINESE BANKING Corp Ltd time their AAXJ position?

Based on 13F filing dates vs. subsequent AAXJ price moves, OVERSEA-CHINESE BANKING Corp Ltd correctly timed 7 out of 13 reported position changes (54%). The annualised alpha on AAXJ relative to SPY over the holding period was -2.8%.

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