Position in AX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,947
+$246 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#353
of 381 holders
Holding Since
Dec 2025
3 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, 2026Ankerstar Wealth, LLC holds $46,668 across 52 Banks - Regional names. AX ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
220 | $13,288 | |
| 2 | NU |
Nu Holdings Ltd.
|
560 | $7,481 | |
| 3 | FULT |
Fulton Financial Corp
|
83 | $2,007 | |
| 4 | AX |
Axos Financial, Inc.
This page
|
20 | $1,947 | |
| 5 | FBNC |
First Bancorp /Nc/
|
26 | $1,662 | |
| 6 | TRST |
Trustco Bank Corp N Y
|
29 | $1,592 | |
| 7 | WAFD |
Wafd Inc
|
41 | $1,573 | |
| 8 | PRK |
Park National Corp /Oh/
|
7 | $1,280 |
All Filings in AX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,947 | 20 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,701 | 20 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,723 | 20 | Shares | Other | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||