Position in AX
as of Mar 31, 2026
· filed Jun 1, 2026
Position Value
$969,770
-$127,822 QoQ
Shares Held
11,397
-10.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Keel Point, LLC holds $4,785,864 across 10 Banks - Regional names. AX ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFBS |
ServisFirst Bancshares, Inc.
|
15,375 | $1,119,761 | |
| 2 | AX |
Axos Financial, Inc.
This page
|
11,397 | $969,770 | |
| 3 | TFC |
Truist Financial Corp
|
15,676 | $720,625 | |
| 4 | RF |
Regions Financial Corp
|
18,603 | $485,910 | |
| 5 | UCB |
United Community Banks Inc
|
13,802 | $434,624 | |
| 6 | USB |
US Bancorp De
|
6,284 | $326,830 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
1,034 | $215,165 | |
| 8 | CBC |
Central Bancompany, Inc.
|
8,373 | $200,533 |
All Filings in AX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $969,770 | 11,397 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $1,097,592 | 12,739 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,078,017 | 12,735 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $1,012,776 | 13,319 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $858,954 | 13,313 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $928,865 | 13,298 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $836,178 | 13,298 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $759,980 | 13,298 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||