Position in AX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$745,812
+$176,986 QoQ
Shares Held
7,658
+14.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#178
of 384 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026National Philanthropic Trust holds $39,720,036 across 6 Banks - Regional names. AX ranks #3 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
2,262,556 | $30,227,748 | |
| 2 | CUBI |
Customers Bancorp, Inc.
|
103,200 | $8,163,120 | |
| 3 | AX |
Axos Financial, Inc.
This page
|
7,658 | $745,812 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
2,563 | $396,034 | |
| 5 | MFG |
Mizuho Financial Group Inc
|
10,110 | $96,853 | |
| 6 | AVAL |
Grupo Aval Acciones Y Valores S.A.
|
17,986 | $90,469 |
All Filings in AX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,812 | 7,658 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $568,826 | 6,685 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $575,979 | 6,685 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $565,885 | 6,685 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $508,327 | 6,685 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $258,080 | 4,000 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $279,400 | 4,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||