Edgestream Partners, L.P.

Position in AX — Axos Financial, Inc.

CIK 1535061 Princeton, NJ

Position in AX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,572,752

+$3,480,622 QoQ

Shares Held

46,953

+265.8% QoQ

Ownership

0.083%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#85

of 383 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Edgestream Partners, L.P. holds $220,607,503 across 45 Banks - Regional names. AX ranks #24 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPOP	Popular, Inc.	85,524	$14,041,330
2	CATY	Cathay General Bancorp	216,837	$13,441,725
3	FHB	First Hawaiian, Inc.	402,696	$11,798,992
4	FBP	First Bancorp /Pr/	447,687	$11,671,200
5	ABCB	Ameris Bancorp	128,785	$11,624,134
6	BOKF	Bok Financial Corp	75,357	$10,465,580
7	NWBI	Northwest Bancshares, Inc.	616,980	$9,353,416
8	CBSH	Commerce Bancshares Inc /Mo/	143,973	$8,314,440

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,572,752	46,953	+265.8%	Shares	Sole	2026-08-11
2026-03-31	$1,092,130	12,835	-91.5%	Shares	Sole	2026-05-18
2025-12-31	$13,021,360	151,130	+2.7%	Shares	Sole	2026-02-13
2025-09-30	$12,455,570	147,142	-11.0%	Shares	Sole	2025-11-12
2025-06-30	$12,568,119	165,283	+199.7%	Shares	Sole	2025-08-13
2025-03-31	$3,558,084	55,147	+11.5%	Shares	Sole	2025-05-02
2024-12-31	$3,455,130	49,465	-52.7%	Shares	Sole	2025-02-07
2024-09-30	$6,576,933	104,595	+94.8%	Shares	Sole	2024-11-14
2024-06-30	$3,069,069	53,702	-24.3%	Shares	Sole	2024-08-09
2024-03-31	$3,832,246	70,915	+82.7%	Shares	Sole	2024-05-10
2023-12-31	$2,119,408	38,817	-25.4%	Shares	Sole	2024-02-14
2023-09-30	$1,969,060	52,009	+12.1%	Shares	Sole	2023-11-15
2023-06-30	$1,830,528	46,413	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.