Plante Moran Financial Advisors, LLC
Position in AX — Axos Financial, Inc.
CIK 1424717
SOUTHFIELD, MI
Position in AX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,558
-$1,938 QoQ
Shares Held
16
-89.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#356
of 381 holders
Holding Since
Sep 2020
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $1,229,787 across 75 Banks - Regional names. AX ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AROW |
Arrow Financial Corp
|
4,905 | $201,055 | |
| 2 | FITB |
Fifth Third Bancorp
|
3,178 | $179,143 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
8,728 | $154,747 | |
| 4 | NBTB |
Nbt Bancorp Inc
|
2,991 | $147,665 | |
| 5 | STEL |
Stellar Bancorp, Inc.
|
2,985 | $117,370 | |
| 6 | WTFC |
Wintrust Financial Corp
|
686 | $110,253 | |
| 7 | WAL |
Western Alliance Bancorporation
|
964 | $79,240 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
1,990 | $63,779 |
All Filings in AX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,558 | 16 | Shares | Sole | 2026-08-06 | |
| 2020-09-30 | $3,496 | 150 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||