Position in AX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$311,648
+$39,360 QoQ
Shares Held
3,200
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#234
of 381 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BOURGEON CAPITAL MANAGEMENT LLC holds $311,648 across 1 Banks - Regional name. AX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AX |
Axos Financial, Inc.
This page
|
3,200 | $311,648 |
All Filings in AX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,648 | 3,200 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $272,288 | 3,200 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $275,712 | 3,200 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $270,880 | 3,200 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $243,328 | 3,200 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $206,464 | 3,200 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $223,520 | 3,200 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $251,520 | 4,000 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $228,600 | 4,000 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $216,160 | 4,000 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $218,400 | 4,000 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $151,440 | 4,000 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $157,760 | 4,000 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $147,680 | 4,000 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $181,353 | 4,745 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $171,150 | 5,000 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $179,250 | 5,000 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||