Position in AX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$52,216,817
+$9,992,437 QoQ
Shares Held
536,162
+8.0% QoQ
Ownership
0.943%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#16
of 381 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026EMERALD ADVISERS, LLC holds $240,570,725 across 21 Banks - Regional names. AX ranks #1 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AX |
Axos Financial, Inc.
This page
|
536,162 | $52,216,817 | |
| 2 | UMBF |
Umb Financial Corp
|
345,687 | $49,350,276 | |
| 3 | TBBK |
Bancorp, Inc.
|
478,025 | $29,943,486 | |
| 4 | CUBI |
Customers Bancorp, Inc.
|
334,660 | $26,471,606 | |
| 5 | HAPN |
Happen, Inc.
|
1,193,757 | $24,758,520 | |
| 6 | SBCF |
Seacoast Banking Corp Of Florida
|
653,964 | $21,744,303 | |
| 7 | CCB |
Coastal Financial Corp
|
216,333 | $16,767,970 | |
| 8 | WSBC |
Wesbanco Inc
|
379,586 | $14,815,241 |
All Filings in AX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,216,817 | 536,162 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $42,224,380 | 496,232 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $44,922,014 | 521,379 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $44,772,400 | 528,912 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $42,095,059 | 553,591 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $34,426,968 | 533,586 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $33,466,532 | 479,120 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $31,788,606 | 505,544 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $25,265,214 | 442,086 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $24,719,192 | 457,424 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $19,466,265 | 356,525 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $6,678,352 | 176,396 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $5,020,159 | 127,286 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,478,107 | 67,121 | Shares | Sole | 2023-05-04 | |
| 2020-03-31 | $2,766,583 | 152,597 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||