Position in AX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$34,707,458
+$3,333,754 QoQ
Shares Held
356,376
-3.3% QoQ
Ownership
0.628%
of shares outstanding
% of Portfolio
13.93%
of 13F equity value
Holder Rank
#30
of 381 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SHAKER INVESTMENTS LLC/OH holds $39,029,861 across 2 Banks - Regional names. AX ranks #1 (88.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AX |
Axos Financial, Inc.
This page
|
356,376 | $34,707,458 | |
| 2 | WTFC |
Wintrust Financial Corp
|
26,894 | $4,322,403 |
All Filings in AX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,707,458 | 356,376 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $31,373,704 | 368,712 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $32,626,207 | 378,670 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $33,836,044 | 399,717 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $31,204,686 | 410,372 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $27,296,992 | 423,078 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $29,758,265 | 426,031 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $27,645,380 | 439,653 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $26,289,000 | 460,000 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $25,197,609 | 466,277 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $25,527,247 | 467,532 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $17,786,703 | 469,802 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $18,422,226 | 467,095 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $17,538,107 | 475,030 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $18,082,875 | 473,126 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $15,415,617 | 450,354 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $16,142,609 | 450,282 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $21,637,687 | 466,430 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $26,357,371 | 471,425 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $26,355,030 | 511,351 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $24,708,195 | 532,619 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $25,232,852 | 536,755 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $21,500,786 | 572,896 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $14,965,462 | 642,019 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $14,278,495 | 646,671 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $11,704,764 | 645,602 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||