Annis Gardner Whiting Capital Advisors, LLC
Position in AX — Axos Financial, Inc.
CIK 1998414
TAMPA, FL
Position in AX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$340
-$1,124 QoQ
Shares Held
4
-76.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
6 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $2,988,743 across 4 Banks - Regional names.
All Filings in AX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $340 | 4 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,464 | 17 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $338 | 4 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $228 | 3 | Shares | Sole | 2025-08-11 | |
| 2024-06-30 | $27,031 | 473 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $28,695 | 531 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||