Position in AX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,071,453
+$167,118 QoQ
Shares Held
12,592
+20.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 80.78144853875476.ToString("F0")%
Shared 0.ToString("F0")%
None 19.218551461245234.ToString("F0")%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Horizon Investment Services, LLC holds $4,826,858 across 2 Banks - Regional names. AX ranks #2 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESQ |
Esquire Financial Holdings, Inc.
|
34,934 | $3,755,405 | |
| 2 | AX |
Axos Financial, Inc.
This page
|
12,592 | $1,071,453 |
All Filings in AX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,071,453 | 12,592 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $904,335 | 10,496 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,234,704 | 14,586 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $279,294 | 3,673 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||