Position in AX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$297,234
+$40,433 QoQ
Shares Held
3,052
+1.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#238
of 381 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SUMMITRY LLC holds $13,184,617 across 11 Banks - Regional names. AX ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
150,880 | $9,113,152 | |
| 2 | MTB |
M&T Bank Corp
|
2,982 | $709,745 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
8,888 | $622,782 | |
| 4 | BAP |
Credicorp Ltd
|
1,426 | $555,541 | |
| 5 | FITB |
Fifth Third Bancorp
|
8,673 | $488,897 | |
| 6 | RF |
Regions Financial Corp
|
13,646 | $412,109 | |
| 7 | AX |
Axos Financial, Inc.
This page
|
3,052 | $297,234 | |
| 8 | HDB |
Hdfc Bank Ltd
|
10,272 | $265,325 |
All Filings in AX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,234 | 3,052 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $256,801 | 3,018 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $259,772 | 3,015 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $217,042 | 2,564 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||