Position in AX
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$367,163
-$30,465 QoQ
Shares Held
4,315
-6.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026J.W. COLE ADVISORS, INC. holds $7,980,566 across 14 Banks - Regional names. AX ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
48,481 | $2,228,671 | |
| 2 | IBN |
Icici Bank Ltd
|
63,841 | $1,653,481 | |
| 3 | RF |
Regions Financial Corp
|
39,552 | $1,033,098 | |
| 4 | BOH |
Bank Of Hawaii Corp
|
6,615 | $491,163 | |
| 5 | FHB |
First Hawaiian, Inc.
|
17,252 | $425,089 | |
| 6 | AX |
Axos Financial, Inc.
This page
|
4,315 | $367,163 | |
| 7 | SSB |
SouthState Bank Corp
|
3,433 | $317,621 | |
| 8 | MTB |
M&T Bank Corp
|
1,200 | $248,064 |
All Filings in AX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $367,163 | 4,315 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $397,628 | 4,615 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $393,622 | 4,650 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $356,627 | 4,690 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $267,758 | 4,150 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||