Position in AX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$584,340
+$73,800 QoQ
Shares Held
6,000
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#190
of 381 holders
Holding Since
Mar 2026
2 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, 2026Yorktown Management & Research Co Inc holds $4,380,496 across 11 Banks - Regional names. AX ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYBT |
Stock Yards Bancorp, Inc.
|
8,100 | $619,407 | |
| 2 | WAL |
Western Alliance Bancorporation
|
7,200 | $591,840 | |
| 3 | AX |
Axos Financial, Inc.
This page
|
6,000 | $584,340 | |
| 4 | CUBI |
Customers Bancorp, Inc.
|
4,850 | $383,635 | |
| 5 | ONB |
Old National Bancorp /In/
|
14,150 | $366,485 | |
| 6 | WAFD |
Wafd Inc
|
8,450 | $324,226 | |
| 7 | 4,150 | $317,143 | |||
| 8 | SMBK |
Smartfinancial Inc.
|
6,750 | $316,710 |
All Filings in AX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,340 | 6,000 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $510,540 | 6,000 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||