Creative Capital Management Investments LLC
Position in AX — Axos Financial, Inc.
CIK 1957363
SAN DIEGO, CA
Position in AX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,045
New position
Shares Held
21
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#351
of 381 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Creative Capital Management Investments LLC holds $497,879 across 75 Banks - Regional names. AX ranks #34 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
4,225 | $255,190 | |
| 2 | RF |
Regions Financial Corp
|
2,059 | $62,181 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
55 | $13,542 | |
| 4 | FITB |
Fifth Third Bancorp
|
196 | $11,048 | |
| 5 | TFC |
Truist Financial Corp
|
156 | $7,771 | |
| 6 | NWG |
NatWest Group plc
|
394 | $6,946 | |
| 7 | EWBC |
East West Bancorp Inc
|
44 | $5,679 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
78 | $5,465 |
All Filings in AX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,045 | 21 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||