Position in AX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$973,900
-$12,886,920 QoQ
Shares Held
10,000
-93.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#170
of 383 holders
Holding Since
Sep 2022
15 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, 2026CCG WEALTH MANAGEMENT, LLC holds $3,693,451 across 2 Banks - Regional names. AX ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCHB |
Mechanics Bancorp
|
171,041 | $2,719,551 | |
| 2 | AX |
Axos Financial, Inc.
This page
|
10,000 | $973,900 |
All Filings in AX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $973,900 | 10,000 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $13,860,820 | 162,896 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,309,632 | 15,200 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,286,680 | 15,200 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,155,808 | 15,200 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $980,704 | 15,200 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,061,720 | 15,200 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $955,776 | 15,200 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,097,530 | 54,200 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,929,562 | 54,211 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $546,600 | 10,011 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $575,888 | 15,211 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $639,361 | 16,211 | Shares | Sole | 2023-07-14 | |
| 2022-12-31 | $14,175,186 | 370,884 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $11,988,852 | 350,244 | Shares | Sole | 2022-10-18 | |
| No filing history on record for this holder in this stock. | ||||||