Position in AX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$28,437
+$3,591 QoQ
Shares Held
292
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#314
of 381 holders
Holding Since
Dec 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, 2026ARMSTRONG ADVISORY GROUP, INC holds $772,973 across 17 Banks - Regional names. AX ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
1,395 | $332,023 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
2,138 | $149,809 | |
| 3 | WBS |
Webster Financial Corp
|
682 | $52,118 | |
| 4 | INDB |
Independent Bank Corp
|
379 | $31,729 | |
| 5 | FITB |
Fifth Third Bancorp
|
513 | $28,917 | |
| 6 | AX |
Axos Financial, Inc.
This page
|
292 | $28,437 | |
| 7 | NU |
Nu Holdings Ltd.
|
2,000 | $26,720 | |
| 8 | KEY |
Keycorp /New/
|
989 | $22,796 |
All Filings in AX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,437 | 292 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $24,846 | 292 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $25,158 | 292 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $24,717 | 292 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $22,203 | 292 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $18,839 | 292 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $20,396 | 292 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $18,360 | 292 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $16,687 | 292 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $15,779 | 292 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $15,943 | 292 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $11,055 | 292 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $11,516 | 292 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $10,780 | 292 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $11,160 | 292 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||