Position in AX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$467,472
+$54,446 QoQ
Shares Held
4,800
-1.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#213
of 384 holders
Holding Since
Dec 2024
3 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, 2026Western Wealth Management, LLC holds $13,565,022 across 12 Banks - Regional names. AX ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMBH |
First Mid Bancshares, Inc.
|
84,964 | $4,085,918 | |
| 2 | USB |
US Bancorp De
|
49,450 | $2,986,779 | |
| 3 | FCNCA |
First Citizens Bancshares Inc /De/
|
793 | $1,650,066 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
21,474 | $1,107,628 | |
| 5 | RF |
Regions Financial Corp
|
28,991 | $875,528 | |
| 6 | MTB |
M&T Bank Corp
|
3,169 | $754,253 | |
| 7 | AX |
Axos Financial, Inc.
This page
|
4,800 | $467,472 | |
| 8 | FITB |
Fifth Third Bancorp
|
7,648 | $431,117 |
All Filings in AX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,472 | 4,800 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $413,026 | 4,854 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $335,280 | 4,800 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||