Position in AX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,119,692
+$149,922 QoQ
Shares Held
11,497
+0.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#164
of 384 holders
Holding Since
Jun 2024
9 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 Jun 30, 2026Keel Point, LLC holds $5,957,016 across 11 Banks - Regional names. AX ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFBS |
ServisFirst Bancshares, Inc.
|
33,562 | $1,455,751 | |
| 2 | AX |
Axos Financial, Inc.
This page
|
11,497 | $1,119,692 | |
| 3 | TFC |
Truist Financial Corp
|
15,889 | $791,589 | |
| 4 | RF |
Regions Financial Corp
|
18,856 | $569,451 | |
| 5 | UCB |
United Community Banks Inc
|
13,802 | $484,312 | |
| 6 | USB |
US Bancorp De
|
6,919 | $417,907 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
1,166 | $287,092 | |
| 8 | CBC |
Central Bancompany, Inc.
|
8,411 | $255,526 |
All Filings in AX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,119,692 | 11,497 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||