Position in AX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$602,357
+$48,507 QoQ
Shares Held
6,185
-5.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#188
of 381 holders
Holding Since
Jun 2025
5 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, 2026Keebeck Wealth Management holds $3,788,851 across 9 Banks - Regional names. AX ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,005 | $1,232,331 | |
| 2 | AX |
Axos Financial, Inc.
This page
|
6,185 | $602,357 | |
| 3 | FLG |
Flagstar Bank, National Association
|
33,333 | $497,995 | |
| 4 | DB |
Deutsche Bank Aktiengesellschaft
|
9,307 | $314,204 | |
| 5 | LYG |
Lloyds Banking Group plc
|
50,629 | $295,167 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
16,625 | $294,761 | |
| 7 | NWG |
NatWest Group plc
|
14,376 | $253,448 | |
| 8 | MFG |
Mizuho Financial Group Inc
|
23,839 | $228,377 |
All Filings in AX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602,357 | 6,185 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $553,850 | 6,509 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $507,051 | 5,885 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $494,948 | 5,847 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $405,673 | 5,335 | Shares | Other | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||