Position in AX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,549,962
-$67,554 QoQ
Shares Held
36,451
-14.3% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#90
of 373 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026S&T Bank/PA holds $10,412,775 across 14 Banks - Regional names. AX ranks #2 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STBA |
S&T Bancorp Inc
|
88,950 | $4,365,665 | |
| 2 | AX |
Axos Financial, Inc.
This page
|
36,451 | $3,549,962 | |
| 3 | CBFV |
CB Financial Services, Inc.
|
33,642 | $1,275,031 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
4,259 | $1,048,650 | |
| 5 | USB |
US Bancorp De
|
933 | $56,353 | |
| 6 | INDB |
Independent Bank Corp
|
631 | $52,827 | |
| 7 | UVSP |
UNIVEST FINANCIAL Corp
|
373 | $16,318 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
196 | $13,733 |
All Filings in AX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,549,962 | 36,451 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,617,516 | 42,514 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,780,156 | 55,480 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,582,667 | 65,950 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,550,311 | 72,992 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,912,423 | 76,138 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,382,641 | 77,060 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,503,634 | 87,526 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,386,273 | 94,248 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,460,654 | 138,058 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,470,807 | 155,143 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,153,688 | 162,538 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,594,249 | 167,197 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,282,824 | 170,174 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $6,573,687 | 171,996 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,905,462 | 172,523 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $6,285,831 | 175,337 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $8,130,404 | 175,262 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,667,236 | 190,793 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,951,600 | 193,085 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $9,202,384 | 198,370 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $9,381,503 | 199,564 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $13,165,448 | 350,798 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $8,327,427 | 357,247 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $7,099,977 | 321,557 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,769,020 | 318,203 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||