Cambria Investment Management, L.P.
Position in AX — Axos Financial, Inc.
CIK 1529389
Manhattan Beach, CA
Position in AX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$251,947
+$31,820 QoQ
Shares Held
2,587
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#256
of 381 holders
Holding Since
Sep 2024
6 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, 2026Cambria Investment Management, L.P. holds $59,079,809 across 26 Banks - Regional names. AX ranks #26 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
149,397 | $10,468,247 | |
| 2 | TFC |
Truist Financial Corp
|
197,396 | $9,834,268 | |
| 3 | FIBK |
First Interstate Bancsystem Inc
|
254,704 | $9,821,386 | |
| 4 | MTB |
M&T Bank Corp
|
40,009 | $9,522,542 | |
| 5 | VLY |
Valley National Bancorp
|
643,038 | $9,420,506 | |
| 6 | CASH |
Pathward Financial, Inc.
|
14,121 | $1,229,374 | |
| 7 | HAPN |
Happen, Inc.
|
49,375 | $1,024,037 | |
| 8 | FHN |
First Horizon Corp
|
37,521 | $962,038 |
All Filings in AX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,947 | 2,587 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $220,127 | 2,587 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $270,111 | 3,135 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $277,652 | 3,280 | Shares | Other | 2025-12-01 | |
| 2024-12-31 | $323,335 | 4,629 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $284,469 | 4,524 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||