Position in AX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$270,354
-$2,869 QoQ
Shares Held
2,776
-13.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#246
of 381 holders
Holding Since
Jun 2023
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, 2026Mach-1 Financial Group, LLC holds $2,457,009 across 6 Banks - Regional names. AX ranks #6 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTFC |
Wintrust Financial Corp
|
3,694 | $593,699 | |
| 2 | EWBC |
East West Bancorp Inc
|
4,383 | $565,801 | |
| 3 | COLB |
Columbia Banking System, Inc.
|
10,797 | $346,043 | |
| 4 | HOMB |
Home Bancshares Inc
|
12,004 | $342,714 | |
| 5 | CFR |
Cullen/Frost Bankers, Inc.
|
2,190 | $338,398 | |
| 6 | AX |
Axos Financial, Inc.
This page
|
2,776 | $270,354 |
All Filings in AX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,354 | 2,776 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $273,223 | 3,211 | Shares | Sole | 2026-05-13 | |
| 2023-06-30 | $522,422 | 13,246 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||