Position in AX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$302,785
+$75,595 QoQ
Shares Held
3,109
+16.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#236
of 381 holders
Holding Since
Dec 2025
3 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, 2026VICTORY FINANCIAL GROUP, LLC holds $2,031,659 across 7 Banks - Regional names. AX ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KB |
KB Financial Group Inc.
|
5,077 | $532,881 | |
| 2 | TFC |
Truist Financial Corp
|
6,665 | $332,050 | |
| 3 | AX |
Axos Financial, Inc.
This page
|
3,109 | $302,785 | |
| 4 | USB |
US Bancorp De
|
4,352 | $262,860 | |
| 5 | WAL |
Western Alliance Bancorporation
|
3,034 | $249,394 | |
| 6 | RNST |
Renasant Corp
|
4,832 | $205,553 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
|
17,887 | $146,136 |
All Filings in AX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,785 | 3,109 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $227,190 | 2,670 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $313,622 | 3,640 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||