Position in AX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,442,251
+$208,155 QoQ
Shares Held
76,417
-10.1% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#70
of 381 holders
Holding Since
Jun 2021
21 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, 2026CI INVESTMENTS INC. holds $89,389,116 across 19 Banks - Regional names. AX ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
2,294,373 | $30,652,823 | |
| 2 | BAP |
Credicorp Ltd
|
47,538 | $18,519,854 | |
| 3 | OZK |
Bank OZK
|
163,780 | $8,531,300 | |
| 4 | AX |
Axos Financial, Inc.
This page
|
76,417 | $7,442,251 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
80,934 | $5,671,045 | |
| 6 | EWBC |
East West Bancorp Inc
|
28,351 | $3,659,830 | |
| 7 | FITB |
Fifth Third Bancorp
|
49,857 | $2,810,439 | |
| 8 | USB |
US Bancorp \De\
|
42,429 | $2,562,711 |
All Filings in AX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,442,251 | 76,417 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,234,096 | 85,017 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,910,952 | 91,817 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,590,311 | 89,667 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,623,616 | 87,107 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,594,335 | 86,707 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,080,023 | 87,044 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,645,492 | 89,782 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,130,927 | 89,780 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,781,459 | 88,480 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,465,188 | 81,780 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,827,267 | 101,090 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,994,877 | 101,290 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,642,121 | 98,649 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,336,020 | 113,449 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,259,889 | 124,449 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,276,403 | 147,180 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,156,150 | 175,817 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $12,663,615 | 226,500 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $14,199,270 | 275,500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,475,489 | 312,039 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||