Position in AX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,190,398
+$300,720 QoQ
Shares Held
22,491
+1.3% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#122
of 383 holders
Holding Since
Dec 2020
23 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, 2026Orchard Capital Management, LLC holds $18,360,147 across 6 Banks - Regional names. AX ranks #4 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TBBK |
Bancorp, Inc.
|
116,995 | $7,328,566 | |
| 2 | TFIN |
Triumph Financial, Inc.
|
49,633 | $3,787,494 | |
| 3 | BANC |
Banc Of California, Inc.
|
147,413 | $3,011,647 | |
| 4 | AX |
Axos Financial, Inc.
This page
|
22,491 | $2,190,398 | |
| 5 | CASH |
Pathward Financial, Inc.
|
21,144 | $1,840,796 | |
| 6 | BANR |
Banner Corp
|
3,029 | $201,246 |
All Filings in AX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,190,398 | 22,491 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,889,678 | 22,208 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,418,311 | 39,674 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,304,651 | 39,039 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,880,851 | 37,886 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,380,963 | 98,899 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,091,465 | 130,157 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,644,238 | 137,472 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,887,910 | 155,519 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,513,461 | 157,540 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $17,106,889 | 313,313 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,268,498 | 297,636 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,738,763 | 297,636 | Shares | Sole | 2023-09-01 | |
| 2023-03-31 | $11,879,010 | 321,750 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,915,085 | 311,750 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,671,202 | 311,750 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $16,809,025 | 468,871 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $21,180,328 | 456,571 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $24,967,784 | 446,571 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $23,016,269 | 446,571 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $20,716,428 | 446,571 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $18,771,328 | 399,305 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $13,575,051 | 361,712 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||