Ridgewood Investments LLC

Position in AX — Axos Financial, Inc.

CIK 1703556 SPRINGFIELD, NJ

Position in AX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,737,048

+$201,089 QoQ

Shares Held

17,836

-1.2% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#129

of 381 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 19% Shared 0% None 81%

Financial Services · as of Jun 30, 2026

Ridgewood Investments LLC holds $4,829,305 across 4 Banks - Regional names. AX ranks #1 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AX	Axos Financial, Inc. This page	17,836	$1,737,048
2	OZK	Bank OZK	22,374	$1,165,461
3	TCBK	Trico Bancshares /	18,651	$1,004,356
4	NEWT	NewtekOne, Inc.	62,285	$922,440

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,737,048	17,836	-1.2%	Shares	Sole	2026-08-03
2026-03-31	$1,535,959	18,051	0.0%	Shares	Sole	2026-04-03
2025-09-30	$1,528,017	18,051	0.0%	Shares	Sole	2025-10-30
2025-06-30	$1,372,598	18,051	0.0%	Shares	Sole	2025-07-14
2025-03-31	$1,164,650	18,051	-1.8%	Shares	Sole	2025-05-07
2024-12-31	$1,283,563	18,376	-0.5%	Shares	Sole	2025-01-10
2024-09-30	$1,161,770	18,476	-3.0%	Shares	Sole	2024-10-04
2024-06-30	$1,088,021	19,038	0.0%	Shares	Sole	2024-07-29
2024-03-31	$1,028,813	19,038	-4.6%	Shares	Sole	2024-04-10
2023-12-31	$1,089,979	19,963	0.0%	Shares	Sole	2024-01-11
2023-09-30	$755,799	19,963	0.0%	Shares	Sole	2023-10-20
2023-06-30	$787,340	19,963	0.0%	Shares	Sole	2023-08-07
2023-03-31	$737,033	19,963	0.0%	Shares	Sole	2023-04-25
2022-12-31	$762,985	19,963	0.0%	Shares	Sole	2023-01-19
2022-09-30	$683,333	19,963	-1.5%	Shares	Sole	2022-10-13
2022-06-30	$726,428	20,263	0.0%	Shares	Sole	2022-07-19
2022-03-31	$940,000	20,263	-13.9%	Shares	Sole	2022-04-11
2021-12-31	$1,316,233	23,542	-0.4%	Shares	Sole	2022-01-18
2021-09-30	$1,218,508	23,642	0.0%	Shares	Sole	2021-10-20
2021-06-30	$1,096,752	23,642	-55.7%	Shares	Sole	2021-07-22
2021-03-31	$2,509,722	53,387	-2.6%	Shares	Sole	2021-04-27
2020-12-31	$2,056,306	54,791	0.0%	Shares	Sole	2021-01-19
2020-09-30	$1,277,178	54,791	-3.7%	Shares	Sole	2020-10-14
2020-06-30	$1,256,815	56,921	-5.0%	Shares	Sole	2020-08-10
2020-03-31	$1,086,367	59,921	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.