Position in AX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,400,468
+$237,288 QoQ
Shares Held
14,380
+5.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#142
of 383 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $23,396,884 across 32 Banks - Regional names. AX ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
10,936 | $2,692,661 | |
| 2 | NWG |
NatWest Group plc
|
139,387 | $2,457,392 | |
| 3 | MFG |
Mizuho Financial Group Inc
|
231,238 | $2,215,260 | |
| 4 | AX |
Axos Financial, Inc.
This page
|
14,380 | $1,400,468 | |
| 5 | OZK |
Bank OZK
|
21,906 | $1,141,083 | |
| 6 | FITB |
Fifth Third Bancorp
|
19,259 | $1,085,629 | |
| 7 | CATY |
Cathay General Bancorp
|
15,959 | $989,298 | |
| 8 | HAFC |
Hanmi Financial Corp
|
29,291 | $949,028 |
All Filings in AX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,400,468 | 14,380 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,163,180 | 13,670 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,111,980 | 12,906 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||