Position in AX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$18,410,581
+$7,737,169 QoQ
Shares Held
216,366
+74.7% QoQ
Ownership
0.380%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Empowered Funds, LLC holds $590,888,647 across 178 Banks - Regional names. AX ranks #1 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AX |
Axos Financial, Inc.
This page
|
216,366 | $18,410,581 | |
| 2 | MTB |
M&T Bank Corp
|
87,241 | $18,034,456 | |
| 3 | BKU |
BankUnited, Inc.
|
318,036 | $14,362,505 | |
| 4 | WSBC |
Wesbanco Inc
|
390,094 | $13,454,341 | |
| 5 | PFS |
Provident Financial Services Inc
|
584,848 | $12,375,382 | |
| 6 | FFBC |
First Financial Bancorp /Oh/
|
436,804 | $12,178,095 | |
| 7 | SFNC |
Simmons First National Corp
|
625,391 | $12,163,854 | |
| 8 | BUSE |
First Busey Corp /Nv/
|
475,547 | $12,017,072 |
All Filings in AX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,410,581 | 216,366 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $10,673,412 | 123,879 | Shares | Other | 2026-02-18 | |
| 2025-09-30 | $8,285,456 | 97,879 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $5,691,821 | 74,853 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $1,026,125 | 15,904 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $1,138,973 | 16,306 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $799,707 | 12,718 | Shares | Other | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||