Waterloo Capital, L.P.

Position in AX — Axos Financial, Inc.

CIK 1730942 Austin, TX

Position in AX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$618,913

+$78,252 QoQ

Shares Held

6,355

+0.0% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#187

of 381 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waterloo Capital, L.P. holds $12,194,035 across 10 Banks - Regional names. AX ranks #6 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FITB	Fifth Third Bancorp	77,961	$4,394,661
2	FFIN	First Financial Bankshares Inc	69,285	$2,397,261
3	RF	Regions Financial Corp	49,060	$1,481,612
4	PNC	Pnc Financial Services Group, Inc.	4,019	$989,558
5	TFC	Truist Financial Corp	15,460	$770,217
6	AX	Axos Financial, Inc. This page	6,355	$618,913
7	USB	US Bancorp \De\	10,126	$611,610
8	CFG	Citizens Financial Group Inc/Ri	6,335	$443,893

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$618,913	6,355	+0.0%	Shares	Sole	2026-07-29
2026-03-31	$540,661	6,354	+0.3%	Shares	Sole	2026-05-12
2025-12-31	$546,082	6,338	-0.4%	Shares	Sole	2026-02-10
2025-09-30	$538,712	6,364	+0.1%	Shares	Sole	2025-11-05
2025-06-30	$483,614	6,360	-0.1%	Shares	Sole	2025-08-12
2025-03-31	$410,734	6,366	+0.1%	Shares	Sole	2025-05-12
2024-12-31	$444,246	6,360	0.0%	Shares	Sole	2025-02-13
2024-09-30	$399,916	6,360	0.0%	Shares	Sole	2024-11-14
2024-06-30	$363,474	6,360	0.0%	Shares	Sole	2024-08-12
2024-03-31	$343,694	6,360	+0.2%	Shares	Sole	2024-05-14
2023-12-31	$346,710	6,350	0.0%	Shares	Sole	2024-02-13
2023-09-30	$240,411	6,350	0.0%	Shares	Sole	2023-11-14
2023-06-30	$250,444	6,350	0.0%	Shares	Sole	2023-08-11
2023-03-31	$234,442	6,350	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.