Position in AX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$21,815
+$2,755 QoQ
Shares Held
224
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#317
of 381 holders
Holding Since
Mar 2025
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, 2026Tidemark, LLC holds $42,862 across 7 Banks - Regional names. AX ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AX |
Axos Financial, Inc.
This page
|
224 | $21,815 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
37 | $9,110 | |
| 3 | TFC |
Truist Financial Corp
|
127 | $6,327 | |
| 4 | RF |
Regions Financial Corp
|
129 | $3,895 | |
| 5 | USB |
US Bancorp De
|
14 | $845 | |
| 6 | MTB |
M&T Bank Corp
|
2 | $476 | |
| 7 | FITB |
Fifth Third Bancorp
|
7 | $394 |
All Filings in AX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,815 | 224 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $19,060 | 224 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $19,299 | 224 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $18,961 | 224 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $28,286 | 372 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,484 | 85 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||