Position in AX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$36,738,332
+$6,457,524 QoQ
Shares Held
377,229
+6.0% QoQ
Ownership
0.665%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#26
of 381 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Bragg Financial Advisors, Inc holds $96,644,560 across 10 Banks - Regional names. AX ranks #2 (38.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFBS |
ServisFirst Bancshares, Inc.
|
1,039,460 | $45,086,577 | |
| 2 | AX |
Axos Financial, Inc.
This page
|
377,229 | $36,738,332 | |
| 3 | FSBC |
Five Star Bancorp
|
137,061 | $6,673,500 | |
| 4 | TFC |
Truist Financial Corp
|
76,465 | $3,809,486 | |
| 5 | LOB |
Live Oak Bancshares, Inc.
|
59,402 | $2,425,977 | |
| 6 | FITB |
Fifth Third Bancorp
|
9,231 | $520,351 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,059 | $510,351 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
1,424 | $350,617 |
All Filings in AX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,738,332 | 377,229 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $30,280,808 | 355,868 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,626,347 | 355,459 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $30,035,597 | 354,821 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $26,923,634 | 354,072 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,836,854 | 353,950 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $27,825,725 | 398,364 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $24,921,607 | 396,336 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $22,554,247 | 394,650 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $19,374,853 | 358,528 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $19,502,464 | 357,188 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,389,605 | 353,661 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,447,574 | 214,188 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,046,727 | 109,608 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,997,429 | 104,590 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,591,206 | 104,914 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,880,153 | 108,233 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,138,488 | 218,549 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $12,115,249 | 216,692 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,168,305 | 216,692 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,019,729 | 215,989 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,598,787 | 182,914 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,276,993 | 113,962 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,646,780 | 113,547 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,333,171 | 105,669 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,861,697 | 102,686 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||