Position in AX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,984,809
+$1,783,367 QoQ
Shares Held
23,326
+897.7% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Persistent Asset Partners Ltd holds $16,735,459 across 18 Banks - Regional names. AX ranks #1 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AX |
Axos Financial, Inc.
This page
|
23,326 | $1,984,809 | |
| 2 | CCB |
Coastal Financial Corp
|
24,673 | $1,877,615 | |
| 3 | CVBF |
Cvb Financial Corp
|
85,025 | $1,648,634 | |
| 4 | SFBS |
ServisFirst Bancshares, Inc.
|
16,599 | $1,208,905 | |
| 5 | COLB |
Columbia Banking System, Inc.
|
42,096 | $1,154,693 | |
| 6 | ABCB |
Ameris Bancorp
|
14,038 | $1,094,823 | |
| 7 | QCRH |
Qcr Holdings Inc
|
11,693 | $999,166 | |
| 8 | NU |
Nu Holdings Ltd.
|
67,164 | $965,146 |
All Filings in AX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,984,809 | 23,326 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $201,442 | 2,338 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,077,509 | 12,729 | Shares | Sole | 2026-01-15 | |
| 2025-06-30 | $1,428,107 | 18,781 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||