BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in AX — Axos Financial, Inc.
CIK 2010186
CINCINNATI, OH
Position in AX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$181,924
+$180,836 QoQ
Shares Held
1,868
+6341.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#283
of 381 holders
Holding Since
Dec 2020
2 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $72,166,275 across 33 Banks - Regional names. AX ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
359,409 | $21,708,303 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
116,594 | $18,016,104 | |
| 3 | FCF |
First Commonwealth Financial Corp /Pa/
|
778,462 | $15,826,132 | |
| 4 | BY |
Byline Bancorp, Inc.
|
134,158 | $5,052,390 | |
| 5 | WSBC |
Wesbanco Inc
|
81,829 | $3,193,785 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
10,204 | $2,512,428 | |
| 7 | FITB |
Fifth Third Bancorp
|
44,075 | $2,484,507 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
400 | $832,316 |
All Filings in AX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,924 | 1,868 | Shares | Sole | 2026-07-24 | |
| 2020-12-31 | $1,088 | 29 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||