Fortitude Family Office, LLC
Family OfficePosition in AX — Axos Financial, Inc.
CIK 1950506
SCOTTSDALE, AZ
Position in AX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$10,323
+$5,388 QoQ
Shares Held
106
+82.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#327
of 381 holders
Holding Since
Jun 2025
5 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, 2026Fortitude Family Office, LLC holds $1,118,782 across 153 Banks - Regional names. AX ranks #29 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
2,912 | $175,884 | |
| 2 | BHRB |
Burke & Herbert Financial Services Corp.
|
885 | $63,596 | |
| 3 | TFC |
Truist Financial Corp
|
1,272 | $63,371 | |
| 4 | BPOP |
Popular, Inc.
|
282 | $46,298 | |
| 5 | FITB |
Fifth Third Bancorp
|
723 | $40,755 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
164 | $40,380 | |
| 7 | MTB |
M&T Bank Corp
|
113 | $26,895 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
347 | $24,008 |
All Filings in AX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,323 | 106 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,935 | 58 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,843 | 33 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,454 | 29 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,205 | 29 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||