Position in AX
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,163,180
+$51,200 QoQ
Shares Held
13,670
+5.9% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AX Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026EVOLVE PRIVATE WEALTH, LLC holds $21,582,810 across 28 Banks - Regional names. AX ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
11,703 | $2,435,277 | |
| 2 | NWG |
NatWest Group plc
|
139,577 | $2,079,697 | |
| 3 | MFG |
Mizuho Financial Group Inc
|
217,462 | $1,726,648 | |
| 4 | AX |
Axos Financial, Inc.
This page
|
13,670 | $1,163,180 | |
| 5 | TFC |
Truist Financial Corp
|
24,509 | $1,126,678 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
18,769 | $1,125,576 | |
| 7 | CATY |
Cathay General Bancorp
|
18,837 | $939,212 | |
| 8 | OZK |
Bank OZK
|
19,537 | $896,552 |
All Filings in AX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||