Position in AX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$249,318
+$32,935 QoQ
Shares Held
2,560
+0.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#258
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, 2026RETIREMENT GUYS FORMULA LLC holds $517,567 across 2 Banks - Regional names. AX ranks #2 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EWBC |
East West Bancorp Inc
|
2,078 | $268,249 | |
| 2 | AX |
Axos Financial, Inc.
This page
|
2,560 | $249,318 |
All Filings in AX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,318 | 2,560 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $216,383 | 2,543 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $211,005 | 2,449 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $204,768 | 2,419 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $215,193 | 2,830 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||