Position in AX
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$360,356
+$1,242 QoQ
Shares Held
4,235
+1.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
22 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 Mar 31, 2026CIM INVESTMENT MANAGEMENT INC holds $2,246,703 across 8 Banks - Regional names. AX ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
8,052 | $370,150 | |
| 2 | VLY |
Valley National Bancorp
|
29,485 | $362,075 | |
| 3 | AX |
Axos Financial, Inc.
This page
|
4,235 | $360,356 | |
| 4 | HOMB |
Home Bancshares Inc
|
11,999 | $323,133 | |
| 5 | COLB |
Columbia Banking System, Inc.
|
11,235 | $308,176 | |
| 6 | HWC |
Hancock Whitney Corp
|
3,294 | $209,465 | |
| 7 | FCF |
First Commonwealth Financial Corp /Pa/
|
10,868 | $191,059 | |
| 8 | HOPE |
Hope Bancorp Inc
|
10,948 | $122,289 |
All Filings in AX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $360,356 | 4,235 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $359,114 | 4,168 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $352,821 | 4,168 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $658,353 | 8,658 | Shares | Sole | 2025-08-22 | |
| 2025-03-31 | $278,274 | 4,313 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $308,457 | 4,416 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $277,678 | 4,416 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $252,374 | 4,416 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $295,328 | 5,465 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $298,389 | 5,465 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $206,904 | 5,465 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $215,539 | 5,465 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $201,767 | 5,465 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $201,686 | 5,277 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $244,800 | 5,277 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $329,365 | 5,891 | Shares | Sole | 2022-05-19 | |
| 2021-09-30 | $303,622 | 5,891 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $273,283 | 5,891 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $415,286 | 8,834 | Shares | Sole | 2021-05-20 | |
| 2020-12-31 | $351,280 | 9,360 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $218,181 | 9,360 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $203,665 | 9,224 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||