Steward Partners Investment Advisory, LLC
Position in AX — Axos Financial, Inc.
CIK 1723397
STAMFORD, CT
Position in AX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$243,961
+$32,768 QoQ
Shares Held
2,505
+0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#261
of 381 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $73,894,070 across 130 Banks - Regional names. AX ranks #49 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
132,130 | $6,582,716 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
3,102 | $6,454,610 | |
| 3 | HWC |
Hancock Whitney Corp
|
78,807 | $5,888,459 | |
| 4 | RF |
Regions Financial Corp
|
154,417 | $4,663,393 | |
| 5 | FITB |
Fifth Third Bancorp
|
80,356 | $4,529,667 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
18,291 | $4,503,610 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
52,507 | $3,679,165 | |
| 8 | USB |
US Bancorp De
|
56,496 | $3,412,358 |
All Filings in AX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,961 | 2,505 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $211,193 | 2,482 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $213,849 | 2,482 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $210,101 | 2,482 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $282,032 | 3,709 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $160,138 | 2,482 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $180,352 | 2,582 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $162,356 | 2,582 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $141,846 | 2,482 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $189,194 | 3,501 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $150,805 | 2,762 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $93,968 | 2,482 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $86,610 | 2,196 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $63,650 | 1,724 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $65,891 | 1,724 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $59,012 | 1,724 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $61,805 | 1,724 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $38,921 | 839 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,653 | 119 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,133 | 119 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,520 | 119 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,594 | 119 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,466 | 119 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,773 | 119 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,627 | 119 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,157 | 119 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||